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 27 · EIN 82-1364595 | Advisory (Plan) | $20,904 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,330 |
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 | $84,312 | $71,516+17.9% | $98,439-14.4% | $71,457+18.0% |
| Participation rate | 90.7% | 72.7%+18.0pp | 75.2%+15.6pp | 67.9%+22.8pp |
| Annual return | 10.60% | 32.41%-21.8pp | 21.16%-10.6pp | 28.85%-18.3pp |
| Employer contribution / active EE | $3,478 | $2,399+45.0% | $3,048+14.1% | $2,588+34.4% |
| Participant deferral / active EE | $6,869 | $4,109+67.2% | $4,738+45.0% | $4,289+60.2% |
| Admin fee / account holder | $291 | $1,675-82.6% | $8,948-96.7% | $1,587-81.7% |