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) | $21,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,536 | $51,197-57.9% | $82,719-74.0% | $66,914-67.8% |
| Participation rate | 93.1% | 67.8%+25.3pp | 72.6%+20.5pp | 69.8%+23.3pp |
| Annual return | -14.49% | -9.64%-4.9pp | 701.18%-715.7pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,526 | $2,611-41.6% | $3,009-49.3% | $2,544-40.0% |
| Participant deferral / active EE | $4,302 | $3,458+24.4% | $4,395-2.1% | $4,237+1.5% |
| Admin fee / account holder | $120 | $416-71.2% | $5,329-97.8% | $593-79.8% |