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 | $31,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,884 |
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 | $66,045 | $76,670-13.9% | $96,683-31.7% | $71,457-7.6% |
| Participation rate | 99.3% | 66.6%+32.7pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 13.89% | 48.29%-34.4pp | 35.69%-21.8pp | 28.85%-15.0pp |
| Employer contribution / active EE | $4,903 | $3,031+61.7% | $3,737+31.2% | $2,588+89.5% |
| Participant deferral / active EE | $4,302 | $3,771+14.1% | $4,878-11.8% | $4,289+0.3% |
| Admin fee / account holder | $9 | $2,028-99.5% | $6,730-99.9% | $1,587-99.4% |