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 |
|---|---|---|
PRECEPT ADVISORY GROUP2 years Service code 27 · EIN 56-1623293 | Advisory (Plan) | $8,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,652 | $71,883+49.8% | $86,677+24.2% | $68,494+57.2% |
| Participation rate | 95.2% | 72.2%+22.9pp | 76.6%+18.6pp | 67.9%+27.3pp |
| Annual return | -17.14% | 3.52%-20.7pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,000 | $2,173+130.1% | $2,836+76.3% | $2,596+92.6% |
| Participant deferral / active EE | $6,512 | $3,779+72.3% | $4,656+39.9% | $4,027+61.7% |
| Admin fee / account holder | $15 | $6,112-99.7% | $7,493-99.8% | $5,403-99.7% |