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 85-4148913 | Advisory (Plan) | $25,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,697 | $101,499-14.6% | $147,005-41.0% | $74,546+16.3% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 15.12% | 8732.34%-8717.2pp | 418.76%-403.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $2,940 | $3,811-22.8% | $4,934-40.4% | $2,624+12.0% |
| Participant deferral / active EE | $7,169 | $7,304-1.9% | $8,070-11.2% | $4,347+64.9% |
| Admin fee / account holder | $295 | $1,748-83.1% | $13,006-97.7% | $1,944-84.8% |