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) | $43,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,880 | $71,516+48.1% | $98,439+7.6% | $71,457+48.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 19.64% | 32.41%-12.8pp | 21.16%-1.5pp | 28.85%-9.2pp |
| Employer contribution / active EE | $5,718 | $2,399+138.4% | $3,048+87.6% | $2,588+121.0% |
| Participant deferral / active EE | $8,778 | $4,109+113.6% | $4,738+85.3% | $4,289+104.7% |
| Admin fee / account holder | $295 | $1,675-82.4% | $8,948-96.7% | $1,587-81.4% |