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 47-1411118 | Advisory (Plan) | $107,346 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,335 | $86,225+22.2% | $146,665-28.2% | $86,799+21.4% |
| Participation rate | 98.4% | 78.0%+20.5pp | 80.1%+18.4pp | 72.3%+26.2pp |
| Annual return | 14.77% | 31.23%-16.5pp | 22.74%-8.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,520 | $2,392+5.3% | $4,136-39.1% | $2,405+4.8% |
| Participant deferral / active EE | $6,240 | $4,245+47.0% | $5,506+13.3% | $4,131+51.0% |
| Admin fee / account holder | $164 | $195-16.2% | $10,280-98.4% | $170-3.5% |