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 47-1411118 | Advisory (Plan) | $89,037 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,992 |
Service code 10 · EIN 87-2516350 | Accounting | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,276 | $50,982-38.7% | $154,803-79.8% | $85,563-63.4% |
| Participation rate | 88.0% | 59.8%+28.2pp | 78.1%+9.9pp | 66.0%+22.0pp |
| Annual return | 19.24% | 30.35%-11.1pp | 58.88%-39.6pp | 31.51%-12.3pp |
| Employer contribution / active EE | $3,542 | $1,708+107.3% | $4,305-17.7% | $2,654+33.5% |
| Participant deferral / active EE | $4,761 | $2,474+92.4% | $5,540-14.1% | $4,375+8.8% |
| Admin fee / account holder | $186 | $846-78.0% | $14,329-98.7% | $834-77.7% |