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 38-2722519 | Advisory (Plan) | $54,404 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,754 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,282 | $104,475+39.1% | $159,436-8.9% | $79,386+83.0% |
| Participation rate | 92.0% | 76.6%+15.4pp | 82.8%+9.2pp | 70.7%+21.3pp |
| Annual return | 16.21% | 67.95%-51.7pp | 263.57%-247.4pp | 116.85%-100.6pp |
| Employer contribution / active EE | $436 | $3,417-87.2% | $4,829-91.0% | $2,427-82.0% |
| Participant deferral / active EE | $10,083 | $6,467+55.9% | $7,352+37.1% | $4,046+149.2% |
| Admin fee / account holder | $253 | $711-64.4% | $10,799-97.7% | $626-59.6% |