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 | $1,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,129 | $65,435+225.7% | $86,677+145.9% | $66,914+218.5% |
| Participation rate | 75.5% | 75.5%+0.1pp | 76.6%-1.1pp | 69.8%+5.7pp |
| Annual return | -16.22% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,125 | $2,153+45.1% | $2,836+10.2% | $2,544+22.8% |
| Participant deferral / active EE | $7,771 | $4,100+89.5% | $4,656+66.9% | $4,237+83.4% |
| Admin fee / account holder | $11 | $642-98.3% | $7,493-99.9% | $593-98.2% |