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 | $53,593 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,000 |
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 | $73,248 | $71,142+3.0% | $119,609-38.8% | $64,808+13.0% |
| Participation rate | 93.1% | 78.6%+14.5pp | 79.3%+13.9pp | 71.5%+21.7pp |
| Annual return | -17.98% | -10.01%-8.0pp | -14.97%-3.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,352 | $2,497-45.8% | $4,232-68.0% | $2,506-46.0% |
| Participant deferral / active EE | $4,267 | $4,490-5.0% | $5,602-23.8% | $4,310-1.0% |
| Admin fee / account holder | $200 | $162+23.7% | $10,323-98.1% | $188+6.8% |