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 37 · EIN 04-2647786 | Loan Processing | $28,301 |
HYPERION PARTNERS LLC4 years Service code 27 · EIN 47-4989158 | Advisory (Plan) | $25,362 |
Service code 16 · EIN 20-4780677 | Consulting | $4,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,380 | $84,487-43.9% | $125,339-62.2% | $66,914-29.2% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.8pp | 69.8%+25.4pp |
| Annual return | -17.85% | -8.39%-9.5pp | 572.05%-589.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,259 | $3,553-64.6% | $4,814-73.8% | $2,544-50.5% |
| Participant deferral / active EE | $5,126 | $6,781-24.4% | $7,446-31.2% | $4,237+21.0% |
| Admin fee / account holder | $293 | $685-57.2% | $10,010-97.1% | $593-50.6% |