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 | $1,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,619 | $84,487+16.7% | $125,339-21.3% | $66,914+47.4% |
| Participation rate | 94.9% | 76.4%+18.5pp | 82.4%+12.6pp | 69.8%+25.1pp |
| Annual return | -18.06% | -8.39%-9.7pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $4,727 | $3,553+33.1% | $4,814-1.8% | $2,544+85.8% |
| Participant deferral / active EE | $9,177 | $6,781+35.3% | $7,446+23.2% | $4,237+116.6% |
| Admin fee / account holder | $5 | $685-99.3% | $10,010-100.0% | $593-99.2% |