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 | -$3,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,458 | $81,900-9.1% | $119,609-37.7% | $68,494+8.7% |
| Participation rate | 98.1% | 71.9%+26.3pp | 79.3%+18.9pp | 67.9%+30.3pp |
| Annual return | -16.71% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,303 | $2,693+22.6% | $4,232-22.0% | $2,596+27.2% |
| Participant deferral / active EE | $12,142 | $4,148+192.8% | $5,602+116.7% | $4,027+201.5% |
| Admin fee / account holder | -$28 | $6,582-100.4% | $10,323-100.3% | $5,403-100.5% |