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) | $60,053 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,282 | $64,119+62.6% | $112,228-7.1% | $66,914+55.8% |
| Participation rate | 98.9% | 68.5%+30.4pp | 75.1%+23.8pp | 69.8%+29.0pp |
| Annual return | -16.94% | -13.81%-3.1pp | 27.45%-44.4pp | 1.58%-18.5pp |
| Employer contribution / active EE | $5,360 | $3,005+78.3% | $3,635+47.5% | $2,544+110.7% |
| Participant deferral / active EE | $10,452 | $3,693+183.0% | $4,728+121.1% | $4,237+146.7% |
| Admin fee / account holder | $268 | $625-57.1% | $6,410-95.8% | $593-54.8% |