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 47-1411118 | Advisory (Plan) | $29,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,450 | $79,171+105.2% | $102,423+58.6% | $74,495+118.1% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 21.09% | 54.93%-33.8pp | 29.32%-8.2pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $3,482 | $2,362+47.4% | $3,023+15.2% | $2,623+32.7% |
| Participant deferral / active EE | $8,831 | $4,415+100.0% | $5,053+74.8% | $4,346+103.2% |
| Admin fee / account holder | $289 | $2,001-85.6% | $9,451-96.9% | $1,942-85.1% |