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 55 · EIN 86-0588303 | Other Commissions | $58,030 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,344 |
Annual investment return 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 | $137,539 | $81,474+68.8% | $133,956+2.7% | $73,488+87.2% |
| Participation rate | 76.8% | 76.4%+0.5pp | 79.8%-3.0pp | 70.7%+6.2pp |
| Annual return | 11.65% | 19.40%-7.8pp | 45.09%-33.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,611 | $2,209+18.2% | $3,919-33.4% | $2,270+15.0% |
| Participant deferral / active EE | $5,925 | $3,786+56.5% | $5,048+17.4% | $3,740+58.5% |
| Admin fee / account holder | $12 | $713-98.3% | $8,927-99.9% | $513-97.6% |