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 | $16,122 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,619 | $76,050-24.2% | $96,544-40.3% | $71,457-19.4% |
| Participation rate | 83.8% | 74.4%+9.4pp | 76.0%+7.8pp | 67.9%+15.9pp |
| Annual return | 14.85% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,350 | $2,244-39.9% | $2,965-54.5% | $2,588-47.8% |
| Participant deferral / active EE | $2,644 | $4,215-37.3% | $4,851-45.5% | $4,289-38.3% |
| Admin fee / account holder | $279 | $2,707-89.7% | $8,252-96.6% | $1,587-82.4% |