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 | -$14,179 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,760 | $110,094+17.0% | $151,611-15.1% | $68,494+88.0% |
| Participation rate | 97.8% | 84.0%+13.9pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -15.19% | -10.12%-5.1pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $5,379 | $4,471+20.3% | $6,166-12.8% | $2,596+107.2% |
| Participant deferral / active EE | $7,881 | $6,527+20.7% | $8,363-5.8% | $4,027+95.7% |
| Admin fee / account holder | -$113 | $7,719-101.5% | $11,616-101.0% | $5,403-102.1% |