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 47-1411118 | Advisory (Plan) | $23,726 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,938 | $76,050-15.9% | $96,544-33.8% | $71,457-10.5% |
| Participation rate | 95.6% | 74.4%+21.2pp | 76.0%+19.6pp | 67.9%+27.7pp |
| Annual return | 16.10% | 22.81%-6.7pp | 25.84%-9.7pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,822 | $2,244+25.8% | $2,965-4.8% | $2,588+9.1% |
| Participant deferral / active EE | $8,000 | $4,215+89.8% | $4,851+64.9% | $4,289+86.5% |
| Admin fee / account holder | $233 | $2,707-91.4% | $8,252-97.2% | $1,587-85.3% |