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 82-1364595 | Advisory (Plan) | $46,247 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,326 | $59,623+16.3% | $95,585-27.5% | $85,563-19.0% |
| Participation rate | 93.8% | 57.2%+36.5pp | 72.1%+21.7pp | 66.0%+27.8pp |
| Annual return | 28.87% | 18.22%+10.7pp | 38.56%-9.7pp | 31.51%-2.6pp |
| Employer contribution / active EE | $3,373 | $1,669+102.0% | $2,527+33.5% | $2,654+27.1% |
| Participant deferral / active EE | $7,817 | $3,357+132.8% | $4,023+94.3% | $4,375+78.7% |
| Admin fee / account holder | $208 | $650-68.0% | $6,127-96.6% | $834-75.0% |