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 10-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 10 · EIN 84-0741890 | Accounting | $12,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,471 | $121,341-51.0% | $189,513-68.6% | $79,386-25.1% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.8%+9.9pp | 70.7%+27.0pp |
| Annual return | 31.60% | 21.08%+10.5pp | 555.15%-523.6pp | 116.85%-85.3pp |
| Employer contribution / active EE | $2,279 | $3,915-41.8% | $6,162-63.0% | $2,427-6.1% |
| Participant deferral / active EE | $4,648 | $6,395-27.3% | $8,221-43.5% | $4,046+14.9% |
| Admin fee / account holder | $94 | $651-85.6% | $12,045-99.2% | $626-85.0% |