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 | $1,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,967 | $73,638-6.3% | $95,952-28.1% | $73,488-6.2% |
| Participation rate | 89.9% | 76.2%+13.7pp | 77.1%+12.8pp | 70.7%+19.2pp |
| Annual return | 18.55% | 16.78%+1.8pp | 91.61%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $2,809 | $1,863+50.8% | $2,541+10.5% | $2,270+23.7% |
| Participant deferral / active EE | $6,287 | $3,617+73.8% | $4,167+50.9% | $3,740+68.1% |
| Admin fee / account holder | $16 | $482-96.6% | $6,795-99.8% | $513-96.8% |