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 | $19,273 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,993 | $88,083-28.5% | $164,813-61.8% | $74,495-15.4% |
| Participation rate | 86.5% | 73.0%+13.5pp | 78.6%+7.9pp | 67.2%+19.3pp |
| Annual return | 11.73% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,409 | $2,593-45.7% | $4,341-67.5% | $2,623-46.3% |
| Participant deferral / active EE | $3,646 | $4,498-18.9% | $6,031-39.6% | $4,346-16.1% |
| Admin fee / account holder | $205 | $2,234-90.8% | $12,690-98.4% | $1,942-89.4% |