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 | $2,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,866 | $84,936+110.6% | $111,297+60.7% | $79,386+125.3% |
| Participation rate | 99.3% | 75.9%+23.4pp | 77.3%+22.0pp | 70.7%+28.6pp |
| Annual return | 13.77% | 17.45%-3.7pp | 54.65%-40.9pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,350 | $1,979-31.8% | $2,731-50.6% | $2,427-44.4% |
| Participant deferral / active EE | $6,071 | $3,888+56.1% | $4,487+35.3% | $4,046+50.1% |
| Admin fee / account holder | $34 | $537-93.7% | $7,964-99.6% | $626-94.6% |