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 | $12,431 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,680 | $79,171+22.1% | $102,423-5.6% | $74,495+29.8% |
| Participation rate | 84.1% | 74.8%+9.3pp | 76.5%+7.6pp | 67.2%+16.9pp |
| Annual return | 16.43% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $4,731 | $2,362+100.3% | $3,023+56.5% | $2,623+80.4% |
| Participant deferral / active EE | $11,419 | $4,415+158.6% | $5,053+126.0% | $4,346+162.8% |
| Admin fee / account holder | $159 | $2,001-92.0% | $9,451-98.3% | $1,942-91.8% |