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 8-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 47-1411118 | Advisory (Plan) | $46,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,317 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,779 | $69,362+56.8% | $101,248+7.4% | $73,488+48.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 12.17% | 18.46%-6.3pp | 46.47%-34.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $4,685 | $2,628+78.2% | $3,660+28.0% | $2,270+106.4% |
| Participant deferral / active EE | $9,082 | $3,300+175.2% | $4,370+107.8% | $3,740+142.9% |
| Admin fee / account holder | $257 | $704-63.5% | $5,945-95.7% | $513-49.9% |