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 | $41,422 |
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 | $55,316 | $69,477-20.4% | $94,646-41.6% | $71,457-22.6% |
| Participation rate | 83.7% | 78.4%+5.2pp | 80.8%+2.9pp | 67.9%+15.8pp |
| Annual return | 17.13% | 29.66%-12.5pp | 156.71%-139.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $7 | $2,853-99.8% | $3,672-99.8% | $2,588-99.7% |
| Participant deferral / active EE | $8,603 | $7,345+17.1% | $7,418+16.0% | $4,289+100.6% |
| Admin fee / account holder | $286 | $1,210-76.4% | $7,231-96.0% | $1,587-82.0% |