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 | $875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,671 | $88,634+45.2% | $101,326+27.0% | $74,304+73.2% |
| Participation rate | 86.2% | 76.9%+9.4pp | 81.5%+4.7pp | 60.3%+25.9pp |
| Annual return | 21.25% | 33.10%-11.8pp | 36.82%-15.6pp | 29.43%-8.2pp |
| Employer contribution / active EE | $2,484 | $2,930-15.2% | $3,665-32.2% | $2,241+10.8% |
| Participant deferral / active EE | $7,504 | $7,322+2.5% | $7,994-6.1% | $3,767+99.2% |
| Admin fee / account holder | $5 | $2,425-99.8% | $11,185-100.0% | $2,969-99.8% |