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 37 · EIN 04-2647786 | Loan Processing | $8,406 |
Filed as: ARGI INVESTMENT SERVICES Service code 16 · EIN 27-1003080 | Consulting | $5,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,623 | $64,871+47.4% | $129,110-25.9% | $66,914+42.9% |
| Participation rate | 99.1% | 74.0%+25.2pp | 77.3%+21.9pp | 69.8%+29.3pp |
| Annual return | -15.58% | -12.21%-3.4pp | -10.94%-4.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,461 | $3,741-7.5% | $5,052-31.5% | $2,544+36.0% |
| Participant deferral / active EE | $4,267 | $5,090-16.2% | $6,542-34.8% | $4,237+0.7% |
| Admin fee / account holder | $117 | $629-81.4% | $14,302-99.2% | $593-80.3% |