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 37 · EIN 04-2647786 | Loan Processing | $43,542 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,583 | $79,428-46.4% | $106,548-60.0% | $79,386-46.4% |
| Participation rate | 80.1% | 74.1%+6.0pp | 76.1%+4.0pp | 70.7%+9.4pp |
| Annual return | 13.47% | 18.27%-4.8pp | 26.80%-13.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,802 | $2,234-19.3% | $2,819-36.1% | $2,427-25.8% |
| Participant deferral / active EE | $2,193 | $3,823-42.6% | $4,398-50.1% | $4,046-45.8% |
| Admin fee / account holder | $270 | $523-48.4% | $7,407-96.4% | $626-56.9% |