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 | $74,536 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,089 | $99,078-55.5% | $96,544-54.3% | $74,419-40.8% |
| Participation rate | 92.8% | 80.7%+12.2pp | 76.0%+16.9pp | 70.7%+22.1pp |
| Annual return | 19.08% | 22.48%-3.4pp | 25.84%-6.8pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,132 | $2,570-56.0% | $2,965-61.8% | $2,637-57.1% |
| Participant deferral / active EE | $6,757 | $4,933+37.0% | $4,851+39.3% | $4,528+49.2% |
| Admin fee / account holder | $131 | $225-41.6% | $8,252-98.4% | $348-62.3% |