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 37 · EIN 04-2647786 | Loan Processing | $15,400 |
Service code 16 · EIN 61-1758632 | Consulting | $10,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,137 | $100,923-4.7% | $150,045-35.9% | $74,304+29.4% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.3%+8.8pp | 60.3%+30.8pp |
| Annual return | 19.84% | 51.77%-31.9pp | 62.55%-42.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $4,735 | $3,463+36.7% | $4,693+0.9% | $2,241+111.3% |
| Participant deferral / active EE | $12,731 | $6,709+89.7% | $7,997+59.2% | $3,767+237.9% |
| Admin fee / account holder | $99 | $2,767-96.4% | $13,435-99.3% | $2,969-96.6% |