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 | $1,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,628 | $79,013+34.9% | $100,391+6.2% | $74,495+43.1% |
| Participation rate | 92.6% | 79.5%+13.1pp | 81.5%+11.1pp | 67.2%+25.4pp |
| Annual return | 18.50% | 20.41%-1.9pp | 49.20%-30.7pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $8,619 | $3,021+185.3% | $3,942+118.7% | $2,623+228.6% |
| Participant deferral / active EE | $13,228 | $7,760+70.5% | $8,082+63.7% | $4,346+204.4% |
| Admin fee / account holder | $8 | $1,320-99.4% | $7,899-99.9% | $1,942-99.6% |