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 | $2,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,129 | $79,944+4.0% | $98,439-15.6% | $75,163+10.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.43% | 19.75%-2.3pp | 21.16%-3.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,107 | $2,264-51.1% | $3,048-63.7% | $2,670-58.5% |
| Participant deferral / active EE | $1,990 | $3,752-47.0% | $4,738-58.0% | $4,125-51.8% |
| Admin fee / account holder | $23 | $6,840-99.7% | $8,948-99.7% | $5,651-99.6% |