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 | -$7,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,588 | $86,897+98.6% | $151,611+13.8% | $64,808+166.3% |
| Participation rate | 94.9% | 87.3%+7.6pp | 87.5%+7.4pp | 71.5%+23.4pp |
| Annual return | -11.77% | -3.57%-8.2pp | 3.33%-15.1pp | 32.82%-44.6pp |
| Employer contribution / active EE | $11,625 | $4,010+189.9% | $6,166+88.5% | $2,506+363.9% |
| Participant deferral / active EE | $14,983 | $6,690+124.0% | $8,363+79.2% | $4,310+247.6% |
| Admin fee / account holder | -$15 | $153-109.5% | $11,616-100.1% | $188-107.7% |