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 61-1758632 | Advisory (Plan) | $61,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,035 |
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 | $65,284 | $95,274-31.5% | $135,903-52.0% | $74,419-12.3% |
| Participation rate | 93.6% | 78.2%+15.4pp | 81.9%+11.7pp | 70.7%+22.9pp |
| Annual return | 10.33% | 32.77%-22.4pp | 68.23%-57.9pp | 34.38%-24.1pp |
| Employer contribution / active EE | $1,554 | $3,874-59.9% | $4,856-68.0% | $2,637-41.1% |
| Participant deferral / active EE | $5,541 | $7,782-28.8% | $7,758-28.6% | $4,528+22.4% |
| Admin fee / account holder | $287 | $266+7.9% | $10,762-97.3% | $348-17.4% |