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 | $45,784 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $32,384 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,421 | $72,254-38.5% | $86,677-48.8% | $64,808-31.5% |
| Participation rate | 90.7% | 80.4%+10.3pp | 76.6%+14.2pp | 71.5%+19.3pp |
| Annual return | -13.46% | 392.42%-405.9pp | 35.91%-49.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,607 | $4,658-1.1% | $4,656-1.0% | $4,310+6.9% |
| Admin fee / account holder | $226 | $174+29.9% | $7,493-97.0% | $188+20.3% |