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 | $28,756 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $22,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,644 | $86,655-50.8% | $119,609-64.3% | $66,914-36.3% |
| Participation rate | 95.5% | 75.6%+19.9pp | 79.3%+16.2pp | 69.8%+25.7pp |
| Annual return | -12.52% | -8.00%-4.5pp | -14.97%+2.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $1,351 | $2,536-46.7% | $4,232-68.1% | $2,544-46.9% |
| Participant deferral / active EE | $3,949 | $4,358-9.4% | $5,602-29.5% | $4,237-6.8% |
| Admin fee / account holder | $282 | $755-62.6% | $10,323-97.3% | $593-52.4% |