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 9-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 | -$308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,658 | $99,957+21.7% | $149,696-18.7% | $73,488+65.5% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 21.32% | 53.87%-32.5pp | 276.60%-255.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $4,751 | $3,191+48.9% | $4,644+2.3% | $2,270+109.3% |
| Participant deferral / active EE | $9,008 | $6,073+48.3% | $6,842+31.7% | $3,740+140.9% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |