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 | $162,876 |
Service code 16 · EIN 43-1451524 | Consulting | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,414 | $52,660-2.4% | $86,612-40.6% | $80,160-35.9% |
| Participation rate | 97.4% | 62.4%+35.0pp | 71.7%+25.7pp | 72.9%+24.5pp |
| Annual return | 16.66% | 24.87%-8.2pp | 591.07%-574.4pp | 40.38%-23.7pp |
| Employer contribution / active EE | $2,088 | $2,140-2.4% | $3,022-30.9% | $2,978-29.9% |
| Participant deferral / active EE | $4,202 | $3,215+30.7% | $4,438-5.3% | $5,017-16.2% |
| Admin fee / account holder | $90 | $113-20.5% | $5,614-98.4% | $145-38.1% |