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 | $23,299 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $21,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,058 | $49,915+106.5% | $154,803-33.4% | $74,304+38.7% |
| Participation rate | 93.7% | 54.0%+39.8pp | 78.1%+15.6pp | 60.3%+33.4pp |
| Annual return | 19.89% | 34.06%-14.2pp | 58.88%-39.0pp | 29.43%-9.5pp |
| Employer contribution / active EE | $2,096 | $1,611+30.1% | $4,305-51.3% | $2,241-6.5% |
| Participant deferral / active EE | $5,928 | $2,255+162.9% | $5,540+7.0% | $3,767+57.4% |
| Admin fee / account holder | $264 | $2,189-87.9% | $14,329-98.2% | $2,969-91.1% |