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 38-2722519 | Other Commissions | $32,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,156 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,392 | $77,660-4.2% | $109,143-31.8% | $79,386-6.3% |
| Participation rate | 99.2% | 67.8%+31.4pp | 75.9%+23.4pp | 70.7%+28.5pp |
| Annual return | 10.67% | 23.44%-12.8pp | 25.75%-15.1pp | 116.85%-106.2pp |
| Employer contribution / active EE | $4,506 | $2,797+61.1% | $3,722+21.1% | $2,427+85.6% |
| Participant deferral / active EE | $3,953 | $3,518+12.4% | $4,653-15.1% | $4,046-2.3% |
| Admin fee / account holder | -$11 | $732-101.5% | $6,752-100.2% | $626-101.8% |