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 91-2106031 | Advisory (Plan) | $37,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,892 | $60,989-5.1% | $60,874-4.9% | $66,914-13.5% |
| Participation rate | 81.5% | 74.5%+7.0pp | 73.1%+8.4pp | 69.8%+11.7pp |
| Annual return | -14.65% | -9.60%-5.0pp | 16.90%-31.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,834 | $2,661+6.5% | $2,701+4.9% | $2,544+11.4% |
| Participant deferral / active EE | $4,200 | $3,615+16.2% | $3,817+10.0% | $4,237-0.9% |
| Admin fee / account holder | $282 | $338-16.6% | $3,224-91.2% | $593-52.4% |