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 | -$1,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,183 | $104,475+109.8% | $159,436+37.5% | $79,386+176.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 17.01% | 67.95%-50.9pp | 263.57%-246.6pp | 116.85%-99.8pp |
| Employer contribution / active EE | $3,719 | $3,417+8.8% | $4,829-23.0% | $2,427+53.2% |
| Participant deferral / active EE | $8,598 | $6,467+32.9% | $7,352+16.9% | $4,046+112.5% |
| Admin fee / account holder | $23 | $711-96.8% | $10,799-99.8% | $626-96.4% |