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 7-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 | $31,932 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,637 | $87,870-2.5% | $113,168-24.3% | $74,304+15.3% |
| Participation rate | 70.2% | 70.7%-0.5pp | 76.6%-6.4pp | 60.3%+9.9pp |
| Annual return | 16.94% | 26.44%-9.5pp | 24.27%-7.3pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,531 | $2,277+11.2% | $2,975-14.9% | $2,241+12.9% |
| Participant deferral / active EE | $5,031 | $4,241+18.6% | $5,107-1.5% | $3,767+33.5% |
| Admin fee / account holder | $268 | $3,368-92.0% | $12,068-97.8% | $2,969-91.0% |