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 | $1,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,917 | $43,423+49.5% | $78,689-17.5% | $55,167+17.7% |
| Participation rate | 98.7% | 68.0%+30.7pp | 73.6%+25.1pp | 69.0%+29.7pp |
| Annual return | 6.02% | 11.53%-5.5pp | 62.18%-56.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $3,465 | $1,997+73.5% | $2,851+21.5% | $1,963+76.5% |
| Participant deferral / active EE | $4,011 | $2,509+59.9% | $3,517+14.1% | $3,054+31.3% |
| Admin fee / account holder | $13 | $416-96.8% | $4,510-99.7% | $504-97.3% |