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 |
|---|---|---|
B. CHAPIN5 years Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $25,154 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,234 | $82,978-44.3% | $129,995-64.4% | $71,457-35.3% |
| Participation rate | 94.6% | 74.1%+20.5pp | 78.5%+16.1pp | 67.9%+26.7pp |
| Annual return | 14.47% | 20.60%-6.1pp | -137.18%+151.6pp | 28.85%-14.4pp |
| Employer contribution / active EE | $3,944 | $2,622+50.5% | $4,320-8.7% | $2,588+52.4% |
| Participant deferral / active EE | $3,839 | $4,432-13.4% | $5,820-34.0% | $4,289-10.5% |
| Admin fee / account holder | $224 | $1,729-87.0% | $10,614-97.9% | $1,587-85.9% |