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 | $42,982 |
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 | $121,130 | $84,936+42.6% | $111,297+8.8% | $79,386+52.6% |
| Participation rate | 99.1% | 75.9%+23.2pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 5.99% | 17.45%-11.5pp | 54.65%-48.7pp | 116.85%-110.9pp |
| Employer contribution / active EE | $1,617 | $1,979-18.3% | $2,731-40.8% | $2,427-33.4% |
| Participant deferral / active EE | $8,200 | $3,888+110.9% | $4,487+82.7% | $4,046+102.7% |
| Admin fee / account holder | $296 | $537-44.8% | $7,964-96.3% | $626-52.7% |