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 | $3,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,279 | $64,119+118.8% | $112,228+25.0% | $66,914+109.6% |
| Participation rate | 97.8% | 68.5%+29.4pp | 75.1%+22.8pp | 69.8%+28.0pp |
| Annual return | -17.09% | -13.81%-3.3pp | 27.45%-44.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,772 | $3,005+25.5% | $3,635+3.8% | $2,544+48.3% |
| Participant deferral / active EE | $9,255 | $3,693+150.6% | $4,728+95.8% | $4,237+118.4% |
| Admin fee / account holder | $18 | $625-97.1% | $6,410-99.7% | $593-97.0% |