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 | $7,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,197 | $84,936-30.3% | $111,297-46.8% | $79,386-25.4% |
| Participation rate | 95.5% | 75.9%+19.7pp | 77.3%+18.2pp | 70.7%+24.8pp |
| Annual return | 15.54% | 17.45%-1.9pp | 54.65%-39.1pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,947 | $1,979-1.7% | $2,731-28.7% | $2,427-19.8% |
| Participant deferral / active EE | $2,940 | $3,888-24.4% | $4,487-34.5% | $4,046-27.3% |
| Admin fee / account holder | $55 | $537-89.8% | $7,964-99.3% | $626-91.2% |