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 | -$50,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,412 | $60,607+103.6% | $189,557-34.9% | $86,799+42.2% |
| Participation rate | 76.7% | 68.9%+7.9pp | 78.4%-1.7pp | 72.3%+4.5pp |
| Annual return | 14.83% | 65.18%-50.4pp | 64.17%-49.3pp | 97.91%-83.1pp |
| Employer contribution / active EE | $5,459 | $1,626+235.8% | $4,412+23.7% | $2,405+126.9% |
| Participant deferral / active EE | $9,207 | $3,895+136.4% | $6,174+49.1% | $4,131+122.9% |
| Admin fee / account holder | -$16 | $159-110.4% | $9,807-100.2% | $170-109.7% |