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 | $38,450 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,000 |
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 | $87,342 | $79,519+9.8% | $95,952-9.0% | $73,409+19.0% |
| Participation rate | 90.5% | 81.2%+9.3pp | 77.1%+13.4pp | 72.2%+18.3pp |
| Annual return | 11.98% | 19.20%-7.2pp | 91.61%-79.6pp | 59.29%-47.3pp |
| Employer contribution / active EE | $992 | $2,048-51.5% | $2,541-60.9% | $2,234-55.6% |
| Participant deferral / active EE | $5,555 | $4,138+34.2% | $4,167+33.3% | $3,805+46.0% |
| Admin fee / account holder | $204 | $184+10.4% | $6,795-97.0% | $158+28.9% |