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 | -$10,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,453 | $87,125+11.9% | $108,410-10.1% | $86,799+12.3% |
| Participation rate | 95.7% | 80.5%+15.1pp | 80.1%+15.5pp | 72.3%+23.4pp |
| Annual return | 20.63% | 25.21%-4.6pp | 905.27%-884.6pp | 97.91%-77.3pp |
| Employer contribution / active EE | $4,728 | $2,477+90.8% | $3,558+32.9% | $2,405+96.6% |
| Participant deferral / active EE | $11,759 | $6,944+69.3% | $6,563+79.2% | $4,131+184.6% |
| Admin fee / account holder | -$24 | $130-118.7% | $7,295-100.3% | $170-114.4% |