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 37 · EIN 04-2647786 | Loan Processing | $41,653 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,969 |
Service code 10 · EIN 81-0574082 | Accounting | $9,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,500 | $42,353-13.8% | $79,550-54.1% | $64,808-43.7% |
| Participation rate | 76.7% | 64.8%+11.9pp | 69.5%+7.2pp | 71.5%+5.2pp |
| Annual return | -11.54% | -12.24%+0.7pp | 0.16%-11.7pp | 32.82%-44.4pp |
| Employer contribution / active EE | $658 | $1,181-44.2% | $2,413-72.7% | $2,506-73.7% |
| Participant deferral / active EE | $4,103 | $3,170+29.4% | $3,985+3.0% | $4,310-4.8% |
| Admin fee / account holder | $230 | $160+44.2% | $6,832-96.6% | $188+22.5% |