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 55 · EIN 35-2552359 | Other Commissions | $30,738 |
Service code 27 · EIN 45-2712335 | Advisory (Plan) | $7,737 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,696 | $49,693-44.3% | $70,515-60.7% | $74,419-62.8% |
| Participation rate | 81.4% | 64.7%+16.7pp | 68.3%+13.1pp | 70.7%+10.7pp |
| Annual return | 15.69% | 21.22%-5.5pp | 32.77%-17.1pp | 34.38%-18.7pp |
| Employer contribution / active EE | $700 | $1,773-60.5% | $2,973-76.4% | $2,637-73.4% |
| Participant deferral / active EE | $1,710 | $3,376-49.3% | $4,567-62.5% | $4,528-62.2% |
| Admin fee / account holder | $20 | $316-93.7% | $6,412-99.7% | $348-94.3% |