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 | $2,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,138 | $44,960+187.2% | $84,966+52.0% | $74,495+73.4% |
| Participation rate | 99.1% | 49.4%+49.7pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | 16.75% | 26.24%-9.5pp | 66.38%-49.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $14,187 | $1,457+873.6% | $2,727+420.2% | $2,623+440.9% |
| Participant deferral / active EE | $7,862 | $2,731+187.9% | $4,519+74.0% | $4,346+80.9% |
| Admin fee / account holder | $22 | $2,209-99.0% | $6,149-99.6% | $1,942-98.9% |