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 | -$8,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,597 | $136,307-5.7% | $177,821-27.7% | $73,488+75.0% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.7%+8.3pp | 70.7%+25.3pp |
| Annual return | 16.25% | 18.68%-2.4pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $4,476 | $3,712+20.6% | $5,918-24.4% | $2,270+97.2% |
| Participant deferral / active EE | $6,816 | $5,829+16.9% | $7,714-11.6% | $3,740+82.3% |
| Admin fee / account holder | -$61 | $596-110.3% | $12,427-100.5% | $513-111.9% |