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 | $22,808 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $18,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,794 | $81,625+3.9% | $167,512-49.4% | $74,304+14.1% |
| Participation rate | 97.6% | 60.0%+37.6pp | 77.1%+20.6pp | 60.3%+37.3pp |
| Annual return | 20.74% | 26.09%-5.4pp | 1615.79%-1595.1pp | 29.43%-8.7pp |
| Employer contribution / active EE | $9,126 | $2,010+354.0% | $3,882+135.1% | $2,241+307.2% |
| Participant deferral / active EE | $10,527 | $4,115+155.8% | $6,405+64.4% | $3,767+179.4% |
| Admin fee / account holder | $285 | $3,474-91.8% | $9,769-97.1% | $2,969-90.4% |