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 4-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) | $32,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,821 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,510 | $100,923-18.2% | $150,045-45.0% | $74,304+11.0% |
| Participation rate | 91.6% | 70.1%+21.5pp | 82.3%+9.3pp | 60.3%+31.2pp |
| Annual return | 28.95% | 51.77%-22.8pp | 62.55%-33.6pp | 29.43%-0.5pp |
| Employer contribution / active EE | $6,259 | $3,463+80.7% | $4,693+33.4% | $2,241+179.3% |
| Participant deferral / active EE | $13,957 | $6,709+108.0% | $7,997+74.5% | $3,767+270.5% |
| Admin fee / account holder | $177 | $2,767-93.6% | $13,435-98.7% | $2,969-94.0% |