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 | $115,887 |
Service code 16 · EIN 59-3331424 | Consulting | $39,863 |
Annual investment return 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 | $49,146 | $47,634+3.2% | $90,404-45.6% | $90,288-45.6% |
| Participation rate | 96.0% | 67.5%+28.5pp | 72.7%+23.3pp | 73.4%+22.7pp |
| Annual return | 10.91% | 19.61%-8.7pp | 1293.02%-1282.1pp | 53.97%-43.1pp |
| Employer contribution / active EE | $1,505 | $1,749-13.9% | $3,262-53.9% | $2,524-40.4% |
| Participant deferral / active EE | $3,758 | $2,824+33.1% | $3,963-5.2% | $4,232-11.2% |
| Admin fee / account holder | $75 | $106-29.4% | $5,611-98.7% | $114-34.4% |