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 91-1802259 | Advisory (Plan) | $10,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,016 | $65,435+97.2% | $86,677+48.8% | $66,914+92.8% |
| Participation rate | 93.6% | 75.5%+18.2pp | 76.6%+17.0pp | 69.8%+23.8pp |
| Annual return | -13.55% | -10.89%-2.7pp | 35.91%-49.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,688 | $2,153-21.6% | $2,836-40.5% | $2,544-33.6% |
| Participant deferral / active EE | $8,334 | $4,100+103.2% | $4,656+79.0% | $4,237+96.7% |
| Admin fee / account holder | $114 | $642-82.2% | $7,493-98.5% | $593-80.8% |