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. CHAPIN6 years Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $28,196 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,444 | $88,083-33.6% | $164,813-64.5% | $74,495-21.5% |
| Participation rate | 96.4% | 73.0%+23.4pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 33.76% | 17.26%+16.5pp | 69.93%-36.2pp | 1364.94%-1331.2pp |
| Employer contribution / active EE | $4,082 | $2,593+57.4% | $4,341-6.0% | $2,623+55.6% |
| Participant deferral / active EE | $4,093 | $4,498-9.0% | $6,031-32.1% | $4,346-5.8% |
| Admin fee / account holder | $241 | $2,234-89.2% | $12,690-98.1% | $1,942-87.6% |