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 | $31,552 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,979 | $106,028+1.8% | $146,958-26.5% | $77,643+39.1% |
| Participation rate | 83.9% | 78.4%+5.6pp | 82.2%+1.8pp | 70.6%+13.4pp |
| Annual return | 19.62% | 56.73%-37.1pp | 418.34%-398.7pp | 31.24%-11.6pp |
| Employer contribution / active EE | $3,054 | $4,063-24.8% | $4,933-38.1% | $2,726+12.0% |
| Participant deferral / active EE | $8,155 | $7,990+2.1% | $8,070+1.1% | $4,647+75.5% |
| Admin fee / account holder | $208 | $337-38.4% | $12,998-98.4% | $430-51.7% |