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 | $1,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,444 | $61,272+18.2% | $149,673-51.6% | $71,457+1.4% |
| Participation rate | 87.7% | 62.5%+25.2pp | 78.8%+8.9pp | 67.9%+19.8pp |
| Annual return | 18.12% | 35.85%-17.7pp | 134.42%-116.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,384 | $2,378+0.2% | $4,818-50.5% | $2,588-7.9% |
| Participant deferral / active EE | $4,914 | $2,917+68.5% | $5,680-13.5% | $4,289+14.6% |
| Admin fee / account holder | $7 | $1,261-99.4% | $13,210-99.9% | $1,587-99.5% |