See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 23-3034280 | Advisory (Plan) | $43,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,248 | $91,372-17.6% | $129,995-42.1% | $74,419+1.1% |
| Participation rate | 89.1% | 77.8%+11.3pp | 78.5%+10.6pp | 70.7%+18.4pp |
| Annual return | 15.46% | 23.21%-7.8pp | -137.18%+152.6pp | 34.38%-18.9pp |
| Employer contribution / active EE | $569 | $2,563-77.8% | $4,320-86.8% | $2,637-78.4% |
| Participant deferral / active EE | $4,776 | $4,721+1.2% | $5,820-17.9% | $4,528+5.5% |
| Admin fee / account holder | $200 | $283-29.3% | $10,614-98.1% | $348-42.4% |