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 | $27,522 |
EXPAND FINANCIAL4 years Service code 27 · EIN 27-1124147 | Advisory (Plan) | $27,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,114 | $100,923+23.0% | $150,045-17.3% | $74,304+67.0% |
| Participation rate | 92.1% | 70.1%+22.0pp | 82.3%+9.8pp | 60.3%+31.7pp |
| Annual return | 16.11% | 51.77%-35.7pp | 62.55%-46.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,908 | $3,463-16.0% | $4,693-38.0% | $2,241+29.8% |
| Participant deferral / active EE | $8,429 | $6,709+25.6% | $7,997+5.4% | $3,767+123.7% |
| Admin fee / account holder | $215 | $2,767-92.2% | $13,435-98.4% | $2,969-92.7% |