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 | $2,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,001 | $86,944-17.2% | $107,525-33.0% | $74,304-3.1% |
| Participation rate | 86.0% | 59.6%+26.5pp | 75.1%+11.0pp | 60.3%+25.7pp |
| Annual return | 19.90% | 23.52%-3.6pp | 181.32%-161.4pp | 29.43%-9.5pp |
| Employer contribution / active EE | $3,275 | $2,757+18.8% | $3,754-12.8% | $2,241+46.1% |
| Participant deferral / active EE | $9,411 | $3,554+164.8% | $5,116+84.0% | $3,767+149.8% |
| Admin fee / account holder | $14 | $3,727-99.6% | $8,919-99.8% | $2,969-99.5% |