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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,960 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $5,676 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,641 | $77,314-31.9% | $177,989-70.4% | $80,856-34.9% |
| Participation rate | 90.7% | 65.7%+25.0pp | 77.1%+13.6pp | 67.6%+23.0pp |
| Annual return | 16.46% | 18.09%-1.6pp | 294.48%-278.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3 | $2,292-99.9% | $3,949-99.9% | $2,755-99.9% |
| Participant deferral / active EE | $12,699 | $4,411+187.9% | $6,276+102.3% | $4,296+195.6% |
| Admin fee / account holder | $151 | $7,191-97.9% | $10,363-98.5% | $6,918-97.8% |