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 35-2552359 | Advisory (Plan) | $18,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,248 | $84,487-55.9% | $125,339-70.3% | $66,914-44.3% |
| Participation rate | 73.8% | 76.4%-2.6pp | 82.4%-8.6pp | 69.8%+4.0pp |
| Annual return | -17.70% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,540 | $3,553-56.7% | $4,814-68.0% | $2,544-39.5% |
| Participant deferral / active EE | $7,728 | $6,781+14.0% | $7,446+3.8% | $4,237+82.4% |
| Admin fee / account holder | $254 | $685-62.9% | $10,010-97.5% | $593-57.2% |