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) | $13,881 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,463 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,368 | $63,299-15.7% | $91,001-41.4% | $62,292-14.3% |
| Participation rate | 83.0% | 73.3%+9.7pp | 75.6%+7.4pp | 69.5%+13.5pp |
| Annual return | 27.46% | 20.99%+6.5pp | 4.60%+22.9pp | 28.90%-1.4pp |
| Employer contribution / active EE | $2,702 | $1,807+49.6% | $2,456+10.0% | $2,042+32.3% |
| Participant deferral / active EE | $6,391 | $2,943+117.2% | $3,547+80.2% | $3,169+101.7% |
| Admin fee / account holder | $111 | $468-76.2% | $5,417-97.9% | $479-76.8% |