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 | $13,113 |
BCG SECURITIES1 year Service code 27 · EIN 23-1664237 | Advisory (Plan) | $6,251 |
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 | $30,611 | $55,415-44.8% | $155,509-80.3% | $74,495-58.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.45% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,786 | $2,267+22.9% | $4,672-40.4% | $2,623+6.2% |
| Participant deferral / active EE | $3,164 | $2,836+11.6% | $5,626-43.8% | $4,346-27.2% |
| Admin fee / account holder | $164 | $1,738-90.6% | $15,912-99.0% | $1,942-91.6% |