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 | $1,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,204 | $54,237+64.5% | $90,281-1.2% | $67,579+32.0% |
| Participation rate | 97.7% | 68.6%+29.1pp | 73.3%+24.4pp | 71.3%+26.4pp |
| Annual return | 21.55% | 37.27%-15.7pp | 78.10%-56.5pp | 378.56%-357.0pp |
| Employer contribution / active EE | $3,201 | $1,846+73.4% | $2,854+12.1% | $2,148+49.0% |
| Participant deferral / active EE | $4,020 | $2,625+53.1% | $3,885+3.5% | $3,539+13.6% |
| Admin fee / account holder | $16 | $123-87.3% | $5,351-99.7% | $142-89.0% |