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 | $1,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,783 | $65,061-2.0% | $143,757-55.6% | $66,914-4.7% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | 16.07% | -11.14%+27.2pp | -0.04%+16.1pp | 1.58%+14.5pp |
| Employer contribution / active EE | $5,865 | $2,361+148.5% | $4,951+18.5% | $2,544+130.5% |
| Participant deferral / active EE | $7,085 | $2,919+142.7% | $5,637+25.7% | $4,237+67.2% |
| Admin fee / account holder | $22 | $502-95.7% | $14,673-99.9% | $593-96.4% |