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 | $4,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,755 | $72,607-5.3% | $90,749-24.2% | $66,914+2.8% |
| Participation rate | 99.2% | 73.7%+25.5pp | 75.7%+23.5pp | 69.8%+29.4pp |
| Annual return | -16.31% | -12.28%-4.0pp | -12.16%-4.1pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,141 | $2,369-51.8% | $2,921-60.9% | $2,544-55.2% |
| Participant deferral / active EE | $1,912 | $3,977-51.9% | $4,564-58.1% | $4,237-54.9% |
| Admin fee / account holder | $26 | $707-96.4% | $8,445-99.7% | $593-95.7% |