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 | $20,838 |
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 | $197,556 | $82,664+139.0% | $125,339+57.6% | $68,494+188.4% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -1.16% | -5.97%+4.8pp | 572.05%-573.2pp | -7.84%+6.7pp |
| Employer contribution / active EE | $2,076 | $3,381-38.6% | $4,814-56.9% | $2,596-20.0% |
| Participant deferral / active EE | $17,887 | $6,110+192.7% | $7,446+140.2% | $4,027+344.2% |
| Admin fee / account holder | $256 | $6,275-95.9% | $10,010-97.4% | $5,403-95.3% |