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 15 · EIN 84-0467907 | Recordkeeping | $2,203 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,272 |
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 | $101,461 | $84,936+19.5% | $111,297-8.8% | $79,386+27.8% |
| Participation rate | 75.2% | 75.9%-0.6pp | 77.3%-2.1pp | 70.7%+4.5pp |
| Annual return | 15.26% | 17.45%-2.2pp | 54.65%-39.4pp | 116.85%-101.6pp |
| Employer contribution / active EE | $587 | $1,979-70.3% | $2,731-78.5% | $2,427-75.8% |
| Participant deferral / active EE | $3,228 | $3,888-17.0% | $4,487-28.1% | $4,046-20.2% |
| Admin fee / account holder | $60 | $537-88.8% | $7,964-99.2% | $626-90.4% |