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 | $12,648 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,562 | $130,194-55.0% | $169,993-65.6% | $71,457-18.0% |
| Participation rate | 96.3% | 86.1%+10.1pp | 87.0%+9.3pp | 67.9%+28.3pp |
| Annual return | 19.99% | 20.37%-0.4pp | 53.37%-33.4pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,614 | $4,381-40.3% | $6,785-61.5% | $2,588+1.0% |
| Participant deferral / active EE | $5,487 | $6,923-20.7% | $10,408-47.3% | $4,289+27.9% |
| Admin fee / account holder | $101 | $966-89.6% | $12,815-99.2% | $1,587-93.7% |