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 23-3034280 | Advisory (Plan) | $39,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,687 |
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 | $84,826 | $65,435+29.6% | $86,677-2.1% | $66,914+26.8% |
| Participation rate | 86.3% | 75.5%+10.9pp | 76.6%+9.8pp | 69.8%+16.5pp |
| Annual return | -18.81% | -10.89%-7.9pp | 35.91%-54.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $883 | $2,153-59.0% | $2,836-68.9% | $2,544-65.3% |
| Participant deferral / active EE | $4,917 | $4,100+19.9% | $4,656+5.6% | $4,237+16.0% |
| Admin fee / account holder | $287 | $642-55.2% | $7,493-96.2% | $593-51.6% |