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 |
|---|---|---|
Filed as: PLEXUS FINANCIAL SERVICES LLC Service code 27 · EIN 27-1746834 | Advisory (Plan) | $23,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,912 | $102,317-19.0% | $146,958-43.6% | $80,856+2.5% |
| Participation rate | 81.1% | 75.8%+5.2pp | 82.2%-1.1pp | 67.6%+13.4pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,766 | $3,713-25.5% | $4,933-43.9% | $2,755+0.4% |
| Participant deferral / active EE | $10,425 | $6,644+56.9% | $8,070+29.2% | $4,296+142.7% |
| Admin fee / account holder | $227 | $7,941-97.1% | $12,998-98.3% | $6,918-96.7% |