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 | $167,939 |
Service code 16 · EIN 43-1451524 | Consulting | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,092 | $43,113-2.4% | $82,719-49.1% | $77,904-46.0% |
| Participation rate | 96.8% | 63.8%+32.9pp | 72.6%+24.2pp | 73.7%+23.1pp |
| Annual return | -15.73% | 2.60%-18.3pp | 701.18%-716.9pp | 12.21%-27.9pp |
| Employer contribution / active EE | $1,258 | $1,924-34.6% | $3,009-58.2% | $2,848-55.8% |
| Participant deferral / active EE | $4,305 | $3,057+40.8% | $4,395-2.1% | $4,806-10.4% |
| Admin fee / account holder | $92 | $102-9.8% | $5,329-98.3% | $133-30.4% |