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 | $64,761 |
Filed as: PROCYON ADVISORS LLC Service code 27 · EIN 82-1652002 | Advisory (Plan) | $61,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,870 | $119,446-45.7% | $150,045-56.8% | $85,563-24.2% |
| Participation rate | 89.9% | 75.4%+14.4pp | 82.3%+7.5pp | 66.0%+23.9pp |
| Annual return | 21.51% | 23.72%-2.2pp | 62.55%-41.0pp | 31.51%-10.0pp |
| Employer contribution / active EE | $4,391 | $4,078+7.7% | $4,693-6.4% | $2,654+65.5% |
| Participant deferral / active EE | $8,204 | $7,985+2.8% | $7,997+2.6% | $4,375+87.5% |
| Admin fee / account holder | $285 | $548-47.9% | $13,435-97.9% | $834-65.8% |