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 | $731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,944 | $99,957+60.0% | $149,696+6.8% | $73,488+117.6% |
| Participation rate | 86.8% | 75.7%+11.1pp | 82.5%+4.4pp | 70.7%+16.1pp |
| Annual return | 18.48% | 53.87%-35.4pp | 276.60%-258.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,522 | $3,191-52.3% | $4,644-67.2% | $2,270-32.9% |
| Participant deferral / active EE | $9,651 | $6,073+58.9% | $6,842+41.1% | $3,740+158.1% |
| Admin fee / account holder | $15 | $551-97.3% | $9,309-99.8% | $513-97.1% |