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 91-2106031 | Advisory (Plan) | $39,539 |
Service code 37 · EIN 04-2647786 | Loan Processing | $991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,463 | $73,360+46.5% | $177,989-39.6% | $74,495+44.3% |
| Participation rate | 79.7% | 66.6%+13.1pp | 77.1%+2.7pp | 67.2%+12.5pp |
| Annual return | 23.09% | 17.49%+5.6pp | 294.48%-271.4pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $2,024 | $2,216-8.7% | $3,949-48.7% | $2,623-22.8% |
| Participant deferral / active EE | $7,590 | $4,513+68.2% | $6,276+20.9% | $4,346+74.6% |
| Admin fee / account holder | $293 | $1,808-83.8% | $10,363-97.2% | $1,942-84.9% |