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 4-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 | $1,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,289 | $79,171-20.1% | $102,423-38.2% | $74,495-15.0% |
| Participation rate | 81.0% | 74.8%+6.2pp | 76.5%+4.5pp | 67.2%+13.8pp |
| Annual return | 12.69% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,645 | $2,362-30.4% | $3,023-45.6% | $2,623-37.3% |
| Participant deferral / active EE | $4,841 | $4,415+9.6% | $5,053-4.2% | $4,346+11.4% |
| Admin fee / account holder | $9 | $2,001-99.5% | $9,451-99.9% | $1,942-99.5% |