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) | $37,024 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,127 | $91,407+27.0% | $135,903-14.6% | $71,457+62.5% |
| Participation rate | 89.4% | 75.7%+13.7pp | 81.9%+7.5pp | 67.9%+21.5pp |
| Annual return | 18.86% | 29.90%-11.0pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,204 | $3,703-40.5% | $4,856-54.6% | $2,588-14.8% |
| Participant deferral / active EE | $9,421 | $7,092+32.8% | $7,758+21.4% | $4,289+119.7% |
| Admin fee / account holder | $21 | $1,266-98.4% | $10,762-99.8% | $1,587-98.7% |