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 43-1451524 | Advisory (Plan) | $28,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,802 | $59,584+106.1% | $86,874+41.4% | $79,386+54.7% |
| Participation rate | 81.0% | 67.7%+13.3pp | 71.6%+9.3pp | 70.7%+10.2pp |
| Annual return | 16.68% | 23.15%-6.5pp | 63.52%-46.8pp | 116.85%-100.2pp |
| Employer contribution / active EE | $2,471 | $1,768+39.8% | $2,495-1.0% | $2,427+1.8% |
| Participant deferral / active EE | $7,251 | $3,036+138.8% | $3,699+96.0% | $4,046+79.2% |
| Admin fee / account holder | $129 | $604-78.6% | $5,828-97.8% | $626-79.4% |