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 13-2638166 | Advisory (Plan) | $37,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,930 | $106,110-17.1% | $147,005-40.2% | $77,671+13.2% |
| Participation rate | 70.1% | 78.4%-8.3pp | 82.2%-12.1pp | 70.6%-0.5pp |
| Annual return | 16.39% | 56.77%-40.4pp | 418.76%-402.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $1,268 | $4,065-68.8% | $4,934-74.3% | $2,726-53.5% |
| Participant deferral / active EE | $10,911 | $7,992+36.5% | $8,070+35.2% | $4,648+134.7% |
| Admin fee / account holder | $224 | $338-33.8% | $13,006-98.3% | $430-48.0% |