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 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,578 | $104,6310% | $98,439+6.2% | $80,160+30.5% |
| Participation rate | 77.3% | 87.5%-10.3pp | 75.2%+2.1pp | 72.9%+4.3pp |
| Annual return | 21.88% | 34.72%-12.8pp | 21.16%+0.7pp | 40.38%-18.5pp |
| Employer contribution / active EE | $2,299 | $4,517-49.1% | $3,048-24.6% | $2,978-22.8% |
| Participant deferral / active EE | $5,141 | $6,545-21.4% | $4,738+8.5% | $5,017+2.5% |
| Admin fee / account holder | $0 | $105-99.6% | $8,948-100.0% | $145-99.7% |