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 59-3766965 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,512 | $101,317-8.7% | $146,958-37.0% | $74,495+24.2% |
| Participation rate | 85.3% | 75.5%+9.7pp | 82.2%+3.1pp | 67.2%+18.1pp |
| Annual return | 18.33% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,396 | $3,810-37.1% | $4,933-51.4% | $2,623-8.7% |
| Participant deferral / active EE | $8,994 | $7,303+23.2% | $8,070+11.5% | $4,346+107.0% |
| Admin fee / account holder | $103 | $1,739-94.1% | $12,998-99.2% | $1,942-94.7% |