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 | $8,760 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,900 | $81,446-10.5% | $103,374-29.5% | $80,874-9.9% |
| Participation rate | 92.9% | 66.9%+26.1pp | 74.5%+18.4pp | 67.6%+25.3pp |
| Annual return | 13.45% | 25.57%-12.1pp | 24.89%-11.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,438 | $3,107-53.7% | $3,869-62.8% | $2,756-47.8% |
| Participant deferral / active EE | $6,924 | $3,870+78.9% | $5,058+36.9% | $4,297+61.2% |
| Admin fee / account holder | $290 | $6,715-95.7% | $8,394-96.5% | $6,935-95.8% |