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 | $1,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,809 | $48,750+231.9% | $88,946+81.9% | $74,304+117.8% |
| Participation rate | 98.0% | 44.5%+53.5pp | 68.8%+29.2pp | 60.3%+37.7pp |
| Annual return | 16.34% | 25.91%-9.6pp | 57.82%-41.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $11,574 | $1,255+822.2% | $2,555+353.0% | $2,241+416.4% |
| Participant deferral / active EE | $8,473 | $2,423+249.7% | $4,581+84.9% | $3,767+124.9% |
| Admin fee / account holder | $25 | $3,756-99.3% | $8,261-99.7% | $2,969-99.1% |