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 6-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) | $36,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,325 | $106,028-23.3% | $146,958-44.7% | $77,643+4.7% |
| Participation rate | 93.8% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.2pp |
| Annual return | 31.41% | 56.73%-25.3pp | 418.34%-386.9pp | 31.24%+0.2pp |
| Employer contribution / active EE | $6,803 | $4,063+67.4% | $4,933+37.9% | $2,726+149.6% |
| Participant deferral / active EE | $15,922 | $7,990+99.3% | $8,070+97.3% | $4,647+242.6% |
| Admin fee / account holder | $241 | $337-28.7% | $12,998-98.1% | $430-44.1% |