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 | $51,722 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,478 | $91,372-6.5% | $129,995-34.2% | $74,419+14.9% |
| Participation rate | 88.4% | 77.8%+10.6pp | 78.5%+9.9pp | 70.7%+17.7pp |
| Annual return | 17.11% | 23.21%-6.1pp | -137.18%+154.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,450 | $2,563-43.4% | $4,320-66.4% | $2,637-45.0% |
| Participant deferral / active EE | $4,360 | $4,721-7.6% | $5,820-25.1% | $4,528-3.7% |
| Admin fee / account holder | $194 | $283-31.4% | $10,614-98.2% | $348-44.1% |