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 37 · EIN 04-2647786 | Loan Processing | $16,055 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,247 | $82,978-28.6% | $129,995-54.4% | $71,457-17.1% |
| Participation rate | 93.9% | 74.1%+19.8pp | 78.5%+15.4pp | 67.9%+26.0pp |
| Annual return | 20.86% | 20.60%+0.3pp | -137.18%+158.0pp | 28.85%-8.0pp |
| Employer contribution / active EE | $2,715 | $2,622+3.6% | $4,320-37.1% | $2,588+4.9% |
| Participant deferral / active EE | $8,527 | $4,432+92.4% | $5,820+46.5% | $4,289+98.8% |
| Admin fee / account holder | $203 | $1,729-88.3% | $10,614-98.1% | $1,587-87.2% |