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 | $81,460-10.5% | $103,333-29.5% | $80,856-9.8% |
| Participation rate | 92.9% | 66.8%+26.1pp | 74.5%+18.4pp | 67.6%+25.3pp |
| Annual return | 13.45% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,438 | $3,105-53.7% | $3,868-62.8% | $2,755-47.8% |
| Participant deferral / active EE | $6,924 | $3,869+79.0% | $5,057+36.9% | $4,296+61.2% |
| Admin fee / account holder | $290 | $6,566-95.6% | $8,355-96.5% | $6,918-95.8% |