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 47-1873640 | Advisory (Plan) | $121,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | $118,992 |
Service code 27 · EIN 93-4837681 | Advisory (Plan) | $51,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,935 | $122,186-59.1% | $146,958-66.0% | $199,593-75.0% |
| Participation rate | 96.5% | 78.3%+18.2pp | 82.2%+14.3pp | 72.0%+24.5pp |
| Annual return | 21.58% | 30.56%-9.0pp | 418.34%-396.8pp | 34.25%-12.7pp |
| Employer contribution / active EE | $5,768 | $4,093+40.9% | $4,933+16.9% | $3,034+90.1% |
| Participant deferral / active EE | $7,988 | $8,502-6.0% | $8,070-1.0% | $5,087+57.0% |
| Admin fee / account holder | $156 | $179-12.5% | $12,998-98.8% | $269-41.9% |