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 | $1,394 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,573 | $85,135+67.5% | $98,907+44.1% | $73,409+94.2% |
| Participation rate | 81.2% | 81.1%0pp | 76.0%+5.2pp | 72.2%+9.0pp |
| Annual return | 20.92% | 19.14%+1.8pp | 196.43%-175.5pp | 59.29%-38.4pp |
| Employer contribution / active EE | $1,869 | $2,721-31.3% | $2,689-30.5% | $2,234-16.3% |
| Participant deferral / active EE | $6,785 | $4,349+56.0% | $4,244+59.9% | $3,805+78.3% |
| Admin fee / account holder | $5 | $139-96.2% | $6,642-99.9% | $158-96.6% |