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 93-0987232 | Advisory (Plan) | $39,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,611 | $72,607+26.2% | $90,749+0.9% | $66,914+36.9% |
| Participation rate | 99.4% | 73.7%+25.7pp | 75.7%+23.7pp | 69.8%+29.6pp |
| Annual return | -16.41% | -12.28%-4.1pp | -12.16%-4.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $6,205 | $2,369+162.0% | $2,921+112.4% | $2,544+143.9% |
| Participant deferral / active EE | $8,190 | $3,977+105.9% | $4,564+79.4% | $4,237+93.3% |
| Admin fee / account holder | $291 | $707-58.9% | $8,445-96.6% | $593-51.0% |