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 | $2,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,030 | $70,908+11.5% | $98,907-20.1% | $73,488+7.5% |
| Participation rate | 98.3% | 73.8%+24.5pp | 76.0%+22.3pp | 70.7%+27.6pp |
| Annual return | 17.42% | 34.17%-16.8pp | 196.43%-179.0pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,218 | $2,036-40.2% | $2,689-54.7% | $2,270-46.4% |
| Participant deferral / active EE | $1,873 | $3,500-46.5% | $4,244-55.9% | $3,740-49.9% |
| Admin fee / account holder | $15 | $535-97.2% | $6,642-99.8% | $513-97.1% |