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 | $2,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,520 | $41,078+147.1% | $80,569+26.0% | $71,457+42.1% |
| Participation rate | 98.6% | 50.2%+48.4pp | 67.0%+31.7pp | 67.9%+30.7pp |
| Annual return | 19.26% | 38.45%-19.2pp | 935.43%-916.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $11,635 | $1,506+672.8% | $2,723+327.2% | $2,588+349.7% |
| Participant deferral / active EE | $6,298 | $2,699+133.3% | $4,447+41.6% | $4,289+46.9% |
| Admin fee / account holder | $19 | $1,840-99.0% | $5,377-99.7% | $1,587-98.8% |