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 | $82,879+55.3% | $96,576+33.2% | $67,986+89.3% |
| Participation rate | 86.2% | 75.2%+11.1pp | 81.4%+4.8pp | 57.2%+29.0pp |
| Annual return | 21.25% | 36.90%-15.6pp | 38.47%-17.2pp | 31.67%-10.4pp |
| Employer contribution / active EE | $2,484 | $2,727-8.9% | $3,553-30.1% | $2,019+23.1% |
| Participant deferral / active EE | $7,504 | $6,976+7.6% | $7,956-5.7% | $3,358+123.5% |
| Admin fee / account holder | $5 | $2,783-99.8% | $11,381-100.0% | $3,203-99.8% |