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 27 · EIN 20-8874282 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,707 | $69,362+66.8% | $101,248+14.3% | $73,488+57.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 20.16% | 18.46%+1.7pp | 46.47%-26.3pp | 28.51%-8.4pp |
| Employer contribution / active EE | $4,862 | $2,628+85.0% | $3,660+32.8% | $2,270+114.2% |
| Participant deferral / active EE | $5,285 | $3,300+60.2% | $4,370+20.9% | $3,740+41.3% |
| Admin fee / account holder | $9 | $704-98.7% | $5,945-99.8% | $513-98.2% |