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 38-2722519 | Advisory (Plan) | $57,585 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,249 | $91,762+2.7% | $67,502+39.6% | $77,643+21.4% |
| Participation rate | 93.2% | 75.9%+17.3pp | 72.9%+20.3pp | 70.6%+22.6pp |
| Annual return | 13.74% | 14.87%-1.1pp | 3512.12%-3498.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,827 | $3,181-11.1% | $2,731+3.5% | $2,726+3.7% |
| Participant deferral / active EE | $5,212 | $3,903+33.5% | $4,000+30.3% | $4,647+12.2% |
| Admin fee / account holder | $30 | $176-83.2% | $3,998-99.3% | $430-93.1% |