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 59-2937883 | Advisory (Plan) | $30,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,863 | $56,423+52.2% | $77,163+11.3% | $71,457+20.2% |
| Participation rate | 89.4% | 64.3%+25.1pp | 69.6%+19.9pp | 67.9%+21.5pp |
| Annual return | 18.08% | 19.05%-1.0pp | 37.87%-19.8pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,024 | $1,866+62.1% | $2,535+19.3% | $2,588+16.9% |
| Participant deferral / active EE | $4,771 | $3,142+51.9% | $3,833+24.5% | $4,289+11.3% |
| Admin fee / account holder | $194 | $1,429-86.4% | $5,472-96.5% | $1,587-87.8% |