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 9-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 43-1451524 | Advisory (Plan) | $28,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,637 | $95,274-34.3% | $135,903-53.9% | $74,419-15.8% |
| Participation rate | 85.1% | 78.2%+6.9pp | 81.9%+3.1pp | 70.7%+14.3pp |
| Annual return | 23.43% | 32.77%-9.3pp | 68.23%-44.8pp | 34.38%-11.0pp |
| Employer contribution / active EE | $3,947 | $3,874+1.9% | $4,856-18.7% | $2,637+49.6% |
| Participant deferral / active EE | $6,834 | $7,782-12.2% | $7,758-11.9% | $4,528+50.9% |
| Admin fee / account holder | $179 | $266-32.7% | $10,762-98.3% | $348-48.5% |