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 47-1411118 | Advisory (Plan) | $54,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,636 | $50,956+28.8% | $96,562-32.0% | $86,799-24.4% |
| Participation rate | 94.4% | 65.2%+29.2pp | 69.8%+24.6pp | 72.3%+22.2pp |
| Annual return | 14.46% | 21.27%-6.8pp | 37.78%-23.3pp | 97.91%-83.4pp |
| Employer contribution / active EE | $1,712 | $1,111+54.1% | $2,356-27.4% | $2,405-28.8% |
| Participant deferral / active EE | $6,999 | $2,954+136.9% | $3,849+81.8% | $4,131+69.4% |
| Admin fee / account holder | $289 | $166+74.2% | $6,181-95.3% | $170+70.5% |