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 | $56,946 |
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 | $91,324 | $89,436+2.1% | $164,813-44.6% | $77,643+17.6% |
| Participation rate | 89.6% | 78.6%+11.0pp | 78.6%+11.0pp | 70.6%+19.0pp |
| Annual return | 13.09% | 28.83%-15.7pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,404 | $2,569-45.4% | $4,341-67.7% | $2,726-48.5% |
| Participant deferral / active EE | $4,377 | $4,897-10.6% | $6,031-27.4% | $4,647-5.8% |
| Admin fee / account holder | $214 | $339-37.0% | $12,690-98.3% | $430-50.3% |