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 27 · EIN 61-1495162 | Advisory (Plan) | $11,456 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,704 | $106,028+81.7% | $146,958+31.1% | $77,643+148.2% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.7pp | 70.6%+19.3pp |
| Annual return | 15.35% | 56.73%-41.4pp | 418.34%-403.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $4,201 | $4,063+3.4% | $4,933-14.8% | $2,726+54.1% |
| Participant deferral / active EE | $10,032 | $7,990+25.6% | $8,070+24.3% | $4,647+115.9% |
| Admin fee / account holder | $166 | $337-50.8% | $12,998-98.7% | $430-61.4% |