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 47-1411118 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,573 | $56,152+93.4% | $185,823-41.6% | $73,409+47.9% |
| Participation rate | 81.2% | 67.6%+13.6pp | 78.0%+3.2pp | 72.2%+9.0pp |
| Annual return | 15.61% | 17.59%-2.0pp | 35.95%-20.3pp | 59.29%-43.7pp |
| Employer contribution / active EE | $6,521 | $1,532+325.7% | $4,087+59.5% | $2,234+192.0% |
| Participant deferral / active EE | $10,998 | $3,659+200.5% | $5,632+95.3% | $3,805+189.0% |
| Admin fee / account holder | $169 | $132+27.7% | $9,500-98.2% | $158+6.8% |