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 | $988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,685 | $65,061-6.7% | $143,757-57.8% | $66,914-9.3% |
| Participation rate | 86.0% | 65.2%+20.9pp | 80.3%+5.7pp | 69.8%+16.2pp |
| Annual return | -17.24% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,833 | $2,361+20.0% | $4,951-42.8% | $2,544+11.4% |
| Participant deferral / active EE | $4,890 | $2,919+67.5% | $5,637-13.2% | $4,237+15.4% |
| Admin fee / account holder | $6 | $502-98.8% | $14,673-100.0% | $593-99.0% |