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 | $47,942 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,623 | $78,485-52.1% | $106,213-64.6% | $74,495-49.5% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+23.9pp | 67.2%+32.0pp |
| Annual return | 12.49% | 15.95%-3.5pp | 116.14%-103.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,002 | $2,523-20.6% | $3,171-36.9% | $2,623-23.7% |
| Participant deferral / active EE | $2,841 | $4,322-34.3% | $5,016-43.4% | $4,346-34.6% |
| Admin fee / account holder | $219 | $2,232-90.2% | $11,033-98.0% | $1,942-88.7% |