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 55 · EIN 38-1961943 | Other Commissions | $274,664 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,861 | $185,342-1.3% | $111,297+64.3% | $86,799+110.7% |
| Participation rate | 94.5% | 81.0%+13.5pp | 77.3%+17.2pp | 72.3%+22.2pp |
| Annual return | 15.19% | 500.80%-485.6pp | 54.65%-39.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $3,092 | $2,246+37.6% | $2,731+13.2% | $2,405+28.5% |
| Participant deferral / active EE | $12,818 | $4,458+187.5% | $4,487+185.6% | $4,131+210.3% |
| Admin fee / account holder | $4 | $255-98.4% | $7,964-99.9% | $170-97.6% |