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 | $1,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,488 | $66,124+67.1% | $90,404+22.2% | $73,488+50.3% |
| Participation rate | 98.8% | 69.7%+29.1pp | 72.7%+26.1pp | 70.7%+28.1pp |
| Annual return | 18.70% | 17.65%+1.0pp | 1293.02%-1274.3pp | 28.51%-9.8pp |
| Employer contribution / active EE | $3,620 | $2,346+54.3% | $3,262+11.0% | $2,270+59.5% |
| Participant deferral / active EE | $4,278 | $3,039+40.8% | $3,963+7.9% | $3,740+14.4% |
| Admin fee / account holder | $15 | $396-96.1% | $5,611-99.7% | $513-97.0% |