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 | $20,350 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,567 | $105,181+91.6% | $159,436+26.4% | $85,850+134.8% |
| Participation rate | 90.4% | 75.8%+14.7pp | 82.8%+7.6pp | 69.3%+21.1pp |
| Annual return | 14.35% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,892 | $3,318-43.0% | $4,829-60.8% | $2,565-26.2% |
| Participant deferral / active EE | $17,014 | $5,945+186.2% | $7,352+131.4% | $3,952+330.5% |
| Admin fee / account holder | $261 | $6,933-96.2% | $10,799-97.6% | $6,260-95.8% |