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 | $74,985 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $62,740 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,442 | $50,815+286.6% | $155,509+26.3% | $77,643+153.0% |
| Participation rate | 83.7% | 63.1%+20.6pp | 78.2%+5.5pp | 70.6%+13.1pp |
| Annual return | 11.53% | 34.80%-23.3pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $6,530 | $1,993+227.7% | $4,672+39.8% | $2,726+139.6% |
| Participant deferral / active EE | $4,397 | $2,822+55.8% | $5,626-21.9% | $4,647-5.4% |
| Admin fee / account holder | $152 | $437-65.2% | $15,912-99.0% | $430-64.7% |