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 | $21,039 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,967 | $82,978+67.5% | $129,995+6.9% | $71,457+94.5% |
| Participation rate | 79.5% | 74.1%+5.4pp | 78.5%+1.0pp | 67.9%+11.5pp |
| Annual return | 16.44% | 20.60%-4.2pp | -137.18%+153.6pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,805 | $2,622-31.2% | $4,320-58.2% | $2,588-30.3% |
| Participant deferral / active EE | $7,334 | $4,432+65.5% | $5,820+26.0% | $4,289+71.0% |
| Admin fee / account holder | $261 | $1,729-84.9% | $10,614-97.5% | $1,587-83.5% |