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 | $45,293 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
Employer contribution per participant 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 | $46,370 | $58,320-20.5% | $86,436-46.4% | $66,914-30.7% |
| Participation rate | 76.1% | 78.6%-2.5pp | 80.3%-4.2pp | 69.8%+6.3pp |
| Annual return | -17.42% | -9.71%-7.7pp | 4394.89%-4412.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,075 | $6,899+17.0% | $6,952+16.2% | $4,237+90.6% |
| Admin fee / account holder | $284 | $546-48.0% | $6,731-95.8% | $593-52.1% |