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 | $31,234 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,809 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,227 | $100,923-69.1% | $150,045-79.2% | $74,304-58.0% |
| Participation rate | 74.5% | 70.1%+4.4pp | 82.3%-7.8pp | 60.3%+14.2pp |
| Annual return | 16.24% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,181 | $6,709-67.5% | $7,997-72.7% | $3,767-42.1% |
| Admin fee / account holder | $283 | $2,767-89.8% | $13,435-97.9% | $2,969-90.5% |