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 4-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 | $5,277 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,075 | $44,764-23.9% | $68,791-50.5% | $64,808-47.4% |
| Participation rate | 99.3% | 64.8%+34.6pp | 69.0%+30.3pp | 71.5%+27.9pp |
| Annual return | -15.91% | -10.91%-5.0pp | -6.38%-9.5pp | 32.82%-48.7pp |
| Employer contribution / active EE | $5,583 | $1,775+214.5% | $2,655+110.3% | $2,506+122.8% |
| Participant deferral / active EE | $7,178 | $3,238+121.7% | $3,941+82.1% | $4,310+66.5% |
| Admin fee / account holder | $24 | $151-84.4% | $4,932-99.5% | $188-87.4% |