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 | $16,050 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,661 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,210 | $69,362-49.2% | $101,248-65.2% | $73,488-52.1% |
| Participation rate | 85.2% | 68.4%+16.8pp | 75.8%+9.4pp | 70.7%+14.5pp |
| Annual return | 15.72% | 18.46%-2.7pp | 46.47%-30.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,476 | $2,628-43.9% | $3,660-59.7% | $2,270-35.0% |
| Participant deferral / active EE | $4,537 | $3,300+37.5% | $4,370+3.8% | $3,740+21.3% |
| Admin fee / account holder | $242 | $704-65.5% | $5,945-95.9% | $513-52.7% |