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 | $20,839 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,732 |
Participant contribution per participant 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 | $30,473 | $99,957-69.5% | $149,696-79.6% | $73,488-58.5% |
| Participation rate | 90.9% | 75.7%+15.2pp | 82.5%+8.4pp | 70.7%+20.2pp |
| Annual return | 15.30% | 53.87%-38.6pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $771 | $3,191-75.8% | $4,644-83.4% | $2,270-66.0% |
| Participant deferral / active EE | $2,241 | $6,073-63.1% | $6,842-67.2% | $3,740-40.1% |
| Admin fee / account holder | $150 | $551-72.7% | $9,309-98.4% | $513-70.7% |