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 | $13,452 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,110 | $65,435-8.1% | $86,677-30.7% | $66,914-10.2% |
| Participation rate | 85.1% | 75.5%+9.7pp | 76.6%+8.5pp | 69.8%+15.3pp |
| Annual return | -17.39% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $4,733 | $2,153+119.8% | $2,836+66.9% | $2,544+86.0% |
| Participant deferral / active EE | $9,604 | $4,100+134.2% | $4,656+106.3% | $4,237+126.7% |
| Admin fee / account holder | $144 | $642-77.5% | $7,493-98.1% | $593-75.7% |