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 | $3,694 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,194 | $56,423+123.7% | $77,163+63.5% | $71,457+76.6% |
| Participation rate | 98.4% | 64.3%+34.1pp | 69.6%+28.9pp | 67.9%+30.5pp |
| Annual return | 27.87% | 19.05%+8.8pp | 37.87%-10.0pp | 28.85%-1.0pp |
| Employer contribution / active EE | $6,031 | $1,866+223.2% | $2,535+137.9% | $2,588+133.1% |
| Participant deferral / active EE | $5,591 | $3,142+77.9% | $3,833+45.8% | $4,289+30.4% |
| Admin fee / account holder | $21 | $1,429-98.5% | $5,472-99.6% | $1,587-98.7% |