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 37 · EIN 04-2647786 | Loan Processing | $23,454 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $20,535 |
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 | $72,028 | $122,239-41.1% | $184,200-60.9% | $74,546-3.4% |
| Participation rate | 89.1% | 85.5%+3.6pp | 86.8%+2.2pp | 67.2%+21.9pp |
| Annual return | 11.94% | 19.95%-8.0pp | 28.80%-16.9pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $2,294 | $4,537-49.4% | $6,424-64.3% | $2,624-12.6% |
| Participant deferral / active EE | $4,862 | $7,139-31.9% | $9,132-46.8% | $4,347+11.8% |
| Admin fee / account holder | $268 | $1,260-78.7% | $13,907-98.1% | $1,944-86.2% |