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 61-1758632 | Advisory (Plan) | $59,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,072 | $91,621+3.8% | $67,511+40.8% | $77,671+22.4% |
| Participation rate | 96.7% | 76.0%+20.7pp | 72.9%+23.8pp | 70.6%+26.1pp |
| Annual return | 20.66% | 14.87%+5.8pp | 3517.41%-3496.7pp | 31.21%-10.5pp |
| Employer contribution / active EE | $5,570 | $3,184+75.0% | $2,733+103.8% | $2,726+104.3% |
| Participant deferral / active EE | $12,792 | $3,906+227.5% | $4,000+219.8% | $4,648+175.2% |
| Admin fee / account holder | $256 | $176+45.4% | $3,999-93.6% | $430-40.5% |