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 |
|---|---|---|
Filed as: BENEFIT FUNDING SERV Service code 16 · EIN 20-8532658 | Consulting | $14,250 |
Service code 10 · EIN 95-4345526 | Accounting | $8,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,346 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,735 | $65,435+93.7% | $86,677+46.2% | $66,914+89.4% |
| Participation rate | 96.9% | 75.5%+21.4pp | 76.6%+20.3pp | 69.8%+27.1pp |
| Annual return | -17.06% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,522 | $2,153+17.1% | $2,836-11.1% | $2,544-0.9% |
| Participant deferral / active EE | $10,552 | $4,100+157.3% | $4,656+126.6% | $4,237+149.0% |
| Admin fee / account holder | $40 | $642-93.7% | $7,493-99.5% | $593-93.2% |