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 · EIN 92-1819393 | Advisory (Plan) | $66,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,042 |
Annual investment return 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 | $105,696 | $92,055+14.8% | $106,213-0.5% | $77,643+36.1% |
| Participation rate | 78.0% | 81.0%-3.0pp | 75.3%+2.8pp | 70.6%+7.5pp |
| Annual return | 9.50% | 17.91%-8.4pp | 116.14%-106.6pp | 31.24%-21.7pp |
| Employer contribution / active EE | $2,582 | $3,367-23.3% | $3,171-18.6% | $2,726-5.3% |
| Participant deferral / active EE | $6,059 | $5,386+12.5% | $5,016+20.8% | $4,647+30.4% |
| Admin fee / account holder | $183 | $219-16.6% | $11,033-98.3% | $430-57.5% |