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 |
|---|---|---|
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $91,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,121 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,367 | $102,553+250.4% | $151,611+137.0% | $66,914+437.1% |
| Participation rate | 98.0% | 85.5%+12.5pp | 87.5%+10.5pp | 69.8%+28.2pp |
| Annual return | -17.96% | -10.82%-7.1pp | 3.33%-21.3pp | 1.58%-19.5pp |
| Employer contribution / active EE | $15,660 | $4,180+274.6% | $6,166+154.0% | $2,544+515.5% |
| Participant deferral / active EE | $18,565 | $6,641+179.6% | $8,363+122.0% | $4,237+338.2% |
| Admin fee / account holder | $45 | $630-92.8% | $11,616-99.6% | $593-92.4% |