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 61-1758632 | Advisory (Plan) | $34,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,442 |
Service code 10 · EIN 94-3211753 | Accounting | $9,750 |
Employer contribution per participant 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 | $102,287 | $96,484+6.0% | $156,263-34.5% | $74,304+37.7% |
| Participation rate | 93.3% | 67.7%+25.7pp | 78.9%+14.4pp | 60.3%+33.0pp |
| Annual return | 18.06% | 17.73%+0.3pp | 59.47%-41.4pp | 29.43%-11.4pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,441 | $4,286+73.6% | $6,158+20.8% | $3,767+97.5% |
| Admin fee / account holder | $273 | $3,728-92.7% | $14,255-98.1% | $2,969-90.8% |