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 | $181,349 |
Service code 16 · EIN 43-1451524 | Consulting | $50,000 |
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 | $53,576 | $52,626+1.8% | $98,442-45.6% | $93,030-42.4% |
| Participation rate | 98.8% | 65.3%+33.4pp | 73.3%+25.4pp | 73.9%+24.9pp |
| Annual return | 12.78% | 16.95%-4.2pp | 1492.73%-1479.9pp | 158.70%-145.9pp |
| Employer contribution / active EE | $1,158 | $1,894-38.9% | $2,960-60.9% | $2,706-57.2% |
| Participant deferral / active EE | $4,261 | $2,907+46.6% | $4,276-0.4% | $4,562-6.6% |
| Admin fee / account holder | $111 | $102+8.3% | $5,949-98.1% | $152-27.0% |