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 | $26,970 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $21,014 |
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 | $49,408 | $82,978-40.5% | $129,995-62.0% | $71,457-30.9% |
| Participation rate | 96.5% | 74.1%+22.5pp | 78.5%+18.0pp | 67.9%+28.6pp |
| Annual return | 14.13% | 20.60%-6.5pp | -137.18%+151.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,521 | $2,622-42.0% | $4,320-64.8% | $2,588-41.2% |
| Participant deferral / active EE | $4,448 | $4,432+0.4% | $5,820-23.6% | $4,289+3.7% |
| Admin fee / account holder | $273 | $1,729-84.2% | $10,614-97.4% | $1,587-82.8% |