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 | $2,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,715 | $185,342+19.6% | $111,297+99.2% | $86,799+155.4% |
| Participation rate | 95.7% | 81.0%+14.7pp | 77.3%+18.4pp | 72.3%+23.4pp |
| Annual return | 18.36% | 500.80%-482.4pp | 54.65%-36.3pp | 97.91%-79.5pp |
| Employer contribution / active EE | $4,919 | $2,246+119.0% | $2,731+80.1% | $2,405+104.5% |
| Participant deferral / active EE | $9,471 | $4,458+112.4% | $4,487+111.1% | $4,131+129.3% |
| Admin fee / account holder | $8 | $255-96.9% | $7,964-99.9% | $170-95.3% |