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 43-1451524 | Advisory (Plan) | $74,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,206 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,568 | $106,028+6.2% | $146,958-23.4% | $77,643+45.0% |
| Participation rate | 90.0% | 78.4%+11.6pp | 82.2%+7.8pp | 70.6%+19.4pp |
| Annual return | 19.89% | 56.73%-36.8pp | 418.34%-398.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $4,048 | $4,063-0.4% | $4,933-17.9% | $2,726+48.5% |
| Participant deferral / active EE | $17,711 | $7,990+121.7% | $8,070+119.5% | $4,647+281.1% |
| Admin fee / account holder | $242 | $337-28.3% | $12,998-98.1% | $430-43.8% |