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 | $21,547 |
Service code 27 80 STATE STREET · ALBANY, NY 12207 | Advisory (Plan) | $7,500 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,500 |
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 | $203,043 | $91,407+122.1% | $135,903+49.4% | $71,457+184.1% |
| Participation rate | 88.5% | 75.7%+12.8pp | 81.9%+6.6pp | 67.9%+20.6pp |
| Annual return | 11.51% | 29.90%-18.4pp | 68.23%-56.7pp | 28.85%-17.3pp |
| Employer contribution / active EE | $2,126 | $3,703-42.6% | $4,856-56.2% | $2,588-17.8% |
| Participant deferral / active EE | $17,946 | $7,092+153.0% | $7,758+131.3% | $4,289+318.4% |
| Admin fee / account holder | $235 | $1,266-81.4% | $10,762-97.8% | $1,587-85.2% |