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 | $28,265 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $22,222 |
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 | $53,702 | $93,182-42.4% | $146,665-63.4% | $79,386-32.4% |
| Participation rate | 96.7% | 76.4%+20.3pp | 80.1%+16.6pp | 70.7%+26.0pp |
| Annual return | 11.20% | 21.61%-10.4pp | 22.74%-11.5pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,301 | $2,420-46.2% | $4,136-68.5% | $2,427-46.4% |
| Participant deferral / active EE | $3,925 | $4,169-5.8% | $5,506-28.7% | $4,046-3.0% |
| Admin fee / account holder | $282 | $585-51.8% | $10,280-97.3% | $626-55.0% |