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 82-1364595 | Advisory (Plan) | $34,928 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,026 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,664 | $59,054+2.7% | $97,167-37.6% | $77,671-21.9% |
| Participation rate | 94.2% | 67.9%+26.3pp | 72.7%+21.5pp | 70.6%+23.6pp |
| Annual return | 20.21% | 16.96%+3.3pp | 75.27%-55.1pp | 31.21%-11.0pp |
| Employer contribution / active EE | $2,929 | $1,742+68.1% | $2,729+7.3% | $2,726+7.4% |
| Participant deferral / active EE | $7,203 | $3,930+83.3% | $4,264+68.9% | $4,648+55.0% |
| Admin fee / account holder | $170 | $346-51.0% | $5,650-97.0% | $430-60.6% |