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 35-0145825 | Loan Processing | $18,299 |
WELL AND GOOD LLC2 years Service code 26 · EIN 05-1560115 | Advisory (Participants) | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,724 | $74,706+5.4% | $75,696+4.0% | $79,386-0.8% |
| Participation rate | 70.8% | 75.3%-4.6pp | 74.8%-4.1pp | 70.7%0pp |
| Annual return | 26.40% | 18.52%+7.9pp | 104.53%-78.1pp | 116.85%-90.5pp |
| Employer contribution / active EE | $2,406 | $2,590-7.1% | $2,743-12.3% | $2,427-0.9% |
| Participant deferral / active EE | $3,144 | $3,533-11.0% | $3,821-17.7% | $4,046-22.3% |
| Admin fee / account holder | $63 | $374-83.1% | $3,619-98.3% | $626-89.9% |