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 27 · EIN 80-0833114 | Advisory (Plan) | $22,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,359 | $78,976-0.8% | $100,383-21.9% | $74,546+5.1% |
| Participation rate | 96.4% | 79.5%+16.9pp | 81.5%+14.9pp | 67.2%+29.2pp |
| Annual return | 38.84% | 20.62%+18.2pp | 49.26%-10.4pp | 1366.03%-1327.2pp |
| Employer contribution / active EE | $1,347 | $3,019-55.4% | $3,944-65.9% | $2,624-48.7% |
| Participant deferral / active EE | $6,728 | $7,758-13.3% | $8,086-16.8% | $4,347+54.8% |
| Admin fee / account holder | $268 | $1,330-79.9% | $7,900-96.6% | $1,944-86.2% |