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 | $1,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,434 | $37,393+133.8% | $77,024+13.5% | $66,914+30.7% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -19.02% | -3.29%-15.7pp | 42.32%-61.3pp | 1.58%-20.6pp |
| Employer contribution / active EE | $14,651 | $1,531+857.0% | $2,812+421.0% | $2,544+475.8% |
| Participant deferral / active EE | $3,991 | $2,617+52.5% | $4,426-9.8% | $4,237-5.8% |
| Admin fee / account holder | $14 | $567-97.6% | $5,425-99.7% | $593-97.7% |