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 4-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 | $12,197 |
AYOTTE DECKER LLC1+ years Service code 16 · EIN 27-0376325 | Consulting | $6,200 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $3,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,712 | $93,182+70.3% | $146,665+8.2% | $79,386+99.9% |
| Participation rate | 91.9% | 76.4%+15.4pp | 80.1%+11.8pp | 70.7%+21.2pp |
| Annual return | 13.75% | 21.61%-7.9pp | 22.74%-9.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $4,433 | $2,420+83.2% | $4,136+7.2% | $2,427+82.6% |
| Participant deferral / active EE | $5,844 | $4,169+40.2% | $5,506+6.1% | $4,046+44.5% |
| Admin fee / account holder | $161 | $585-72.5% | $10,280-98.4% | $626-74.3% |