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 5-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 | $28,064 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $12,915 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,579 | $48,335+25.3% | $121,098-50.0% | $71,457-15.2% |
| Participation rate | 93.2% | 54.3%+39.0pp | 69.5%+23.8pp | 67.9%+25.3pp |
| Annual return | 31.02% | 23.32%+7.7pp | 985.75%-954.7pp | 28.85%+2.2pp |
| Employer contribution / active EE | $1,687 | $1,489+13.3% | $4,164-59.5% | $2,588-34.8% |
| Participant deferral / active EE | $10,477 | $2,754+280.4% | $4,080+156.8% | $4,289+144.3% |
| Admin fee / account holder | $212 | $1,841-88.5% | $5,644-96.2% | $1,587-86.6% |