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 | -$3,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,286 | $76,050+192.3% | $96,544+130.2% | $71,457+211.1% |
| Participation rate | 96.1% | 74.4%+21.7pp | 76.0%+20.2pp | 67.9%+28.2pp |
| Annual return | 18.65% | 22.81%-4.2pp | 25.84%-7.2pp | 28.85%-10.2pp |
| Employer contribution / active EE | $9,378 | $2,244+317.9% | $2,965+216.3% | $2,588+262.4% |
| Participant deferral / active EE | $10,177 | $4,215+141.4% | $4,851+109.8% | $4,289+137.3% |
| Admin fee / account holder | -$22 | $2,707-100.8% | $8,252-100.3% | $1,587-101.4% |