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 61-1758632 | Advisory (Plan) | $42,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,892 | $106,110-31.3% | $147,005-50.4% | $77,671-6.2% |
| Participation rate | 86.6% | 78.4%+8.2pp | 82.2%+4.5pp | 70.6%+16.1pp |
| Annual return | 45.88% | 56.77%-10.9pp | 418.76%-372.9pp | 31.21%+14.7pp |
| Employer contribution / active EE | $4,218 | $4,065+3.8% | $4,934-14.5% | $2,726+54.7% |
| Participant deferral / active EE | $11,014 | $7,992+37.8% | $8,070+36.5% | $4,648+137.0% |
| Admin fee / account holder | $204 | $338-39.7% | $13,006-98.4% | $430-52.7% |