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 | $26,215 |
Service code 27 · EIN 92-1819393 | 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 | $149,890 | $88,083+70.2% | $164,813-9.1% | $74,495+101.2% |
| Participation rate | 84.7% | 73.0%+11.7pp | 78.6%+6.1pp | 67.2%+17.5pp |
| Annual return | 12.85% | 17.26%-4.4pp | 69.93%-57.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,988 | $2,593-23.3% | $4,341-54.2% | $2,623-24.2% |
| Participant deferral / active EE | $7,730 | $4,498+71.9% | $6,031+28.2% | $4,346+77.9% |
| Admin fee / account holder | $282 | $2,234-87.4% | $12,690-97.8% | $1,942-85.5% |