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 | -$29,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,257 | $91,372+157.5% | $129,995+81.0% | $74,419+216.1% |
| Participation rate | 91.7% | 77.8%+13.9pp | 78.5%+13.2pp | 70.7%+21.0pp |
| Annual return | 23.20% | 23.21%0pp | -137.18%+160.4pp | 34.38%-11.2pp |
| Employer contribution / active EE | $7,795 | $2,563+204.1% | $4,320+80.5% | $2,637+195.6% |
| Participant deferral / active EE | $16,311 | $4,721+245.5% | $5,820+180.3% | $4,528+260.2% |
| Admin fee / account holder | $9 | $283-96.7% | $10,614-99.9% | $348-97.3% |