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 | $88,360+8.8% | $145,433-33.9% | $67,986+41.4% |
| Participation rate | 91.2% | 65.5%+25.7pp | 82.1%+9.0pp | 57.2%+33.9pp |
| Annual return | 19.84% | 63.15%-43.3pp | 66.58%-46.7pp | 31.67%-11.8pp |
| Employer contribution / active EE | $4,735 | $3,054+55.1% | $4,554+4.0% | $2,019+134.6% |
| Participant deferral / active EE | $12,731 | $5,932+114.6% | $7,897+61.2% | $3,358+279.1% |
| Admin fee / account holder | $99 | $3,313-97.0% | $13,129-99.2% | $3,203-96.9% |