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 12730 HIGH BLUFF DRIVE · SAN DIEGO, PA 92130 | Advisory (Plan) | $10,229 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,921 | $84,784+14.3% | $98,439-1.5% | $74,419+30.2% |
| Participation rate | 77.0% | 81.5%-4.5pp | 75.2%+1.8pp | 70.7%+6.3pp |
| Annual return | 15.55% | 20.59%-5.0pp | 21.16%-5.6pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,286 | $3,364-32.1% | $3,048-25.0% | $2,637-13.3% |
| Participant deferral / active EE | $5,208 | $5,218-0.2% | $4,738+9.9% | $4,528+15.0% |
| Admin fee / account holder | $44 | $204-78.5% | $8,948-99.5% | $348-87.3% |