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 37 · EIN 04-2647786 | Loan Processing | $51,705 |
Filed as: PROCYON ADVISORS LLC Service code 27 · EIN 82-1652002 | Advisory (Plan) | $48,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,869 | $106,028-46.4% | $146,958-61.3% | $77,643-26.8% |
| Participation rate | 85.4% | 78.4%+7.0pp | 82.2%+3.2pp | 70.6%+14.8pp |
| Annual return | 23.35% | 56.73%-33.4pp | 418.34%-395.0pp | 31.24%-7.9pp |
| Employer contribution / active EE | $4,048 | $4,063-0.4% | $4,933-17.9% | $2,726+48.5% |
| Participant deferral / active EE | $7,193 | $7,990-10.0% | $8,070-10.9% | $4,647+54.8% |
| Admin fee / account holder | $239 | $337-29.2% | $12,998-98.2% | $430-44.5% |