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 |
|---|---|---|
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $67,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,987 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,524 | $74,024+65.5% | $77,999+57.1% | $57,658+112.5% |
| Participation rate | 87.1% | 79.7%+7.3pp | 75.5%+11.6pp | 70.2%+16.9pp |
| Annual return | 8.35% | 12.14%-3.8pp | 425.96%-417.6pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,982 | $2,365+26.1% | $2,470+20.7% | $1,974+51.1% |
| Participant deferral / active EE | $7,385 | $3,533+109.0% | $3,497+111.2% | $3,061+141.3% |
| Admin fee / account holder | $4 | $93-95.6% | $5,480-99.9% | $95-95.7% |