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 9-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 61-1758632 | Advisory (Plan) | $21,285 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,915 | $109,881-30.9% | $150,045-49.4% | $84,808-10.5% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 42.03% | 28.25%+13.8pp | 62.55%-20.5pp | 40.90%+1.1pp |
| Employer contribution / active EE | $8,385 | $3,561+135.5% | $4,693+78.7% | $2,631+218.7% |
| Participant deferral / active EE | $16,630 | $6,636+150.6% | $7,997+107.9% | $4,212+294.9% |
| Admin fee / account holder | $288 | $8,568-96.6% | $13,435-97.9% | $7,344-96.1% |