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 55 · EIN 38-1961943 | Other Commissions | $25,138 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,077 | $69,362+3.9% | $101,248-28.8% | $73,488-1.9% |
| Participation rate | 98.2% | 68.4%+29.8pp | 75.8%+22.4pp | 70.7%+27.6pp |
| Annual return | 14.10% | 18.46%-4.4pp | 46.47%-32.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $4,909 | $2,628+86.8% | $3,660+34.1% | $2,270+116.2% |
| Participant deferral / active EE | $4,279 | $3,300+29.7% | $4,370-2.1% | $3,740+14.4% |
| Admin fee / account holder | $11 | $704-98.4% | $5,945-99.8% | $513-97.8% |