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 | $1,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,352 | $86,922+45.4% | $102,438+23.3% | $80,874+56.2% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.2pp | 67.6%+28.1pp |
| Annual return | 15.70% | 18.90%-3.2pp | 29.37%-13.7pp | 35.62%-19.9pp |
| Employer contribution / active EE | $2,803 | $2,369+18.3% | $3,024-7.3% | $2,756+1.7% |
| Participant deferral / active EE | $4,849 | $4,119+17.7% | $5,054-4.0% | $4,297+12.8% |
| Admin fee / account holder | $30 | $8,050-99.6% | $9,448-99.7% | $6,935-99.6% |