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 | $1,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,916 | $91,407+106.7% | $135,903+39.0% | $71,457+164.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 24.08% | 29.90%-5.8pp | 68.23%-44.1pp | 28.85%-4.8pp |
| Employer contribution / active EE | $3,747 | $3,703+1.2% | $4,856-22.8% | $2,588+44.8% |
| Participant deferral / active EE | $8,535 | $7,092+20.3% | $7,758+10.0% | $4,289+99.0% |
| Admin fee / account holder | $34 | $1,266-97.3% | $10,762-99.7% | $1,587-97.9% |