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 3-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 | -$22,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,635 | $55,416+32.9% | $75,972-3.1% | $77,643-5.2% |
| Participation rate | 96.7% | 63.6%+33.2pp | 69.1%+27.7pp | 70.6%+26.2pp |
| Annual return | 15.20% | 17.07%-1.9pp | 359.55%-344.3pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,630 | $1,788-8.8% | $2,685-39.3% | $2,726-40.2% |
| Participant deferral / active EE | $6,197 | $3,447+79.8% | $4,255+45.6% | $4,647+33.4% |
| Admin fee / account holder | -$32 | $414-107.6% | $6,467-100.5% | $430-107.3% |