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 59-2937883 | Advisory (Plan) | $39,501 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,107 | $84,487+13.8% | $125,339-23.3% | $66,914+43.6% |
| Participation rate | 90.0% | 76.4%+13.6pp | 82.4%+7.6pp | 69.8%+20.2pp |
| Annual return | -17.61% | -8.39%-9.2pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,396 | $3,553-32.6% | $4,814-50.2% | $2,544-5.8% |
| Participant deferral / active EE | $9,050 | $6,781+33.5% | $7,446+21.5% | $4,237+113.6% |
| Admin fee / account holder | $43 | $685-93.7% | $10,010-99.6% | $593-92.7% |