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 9-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 | $1,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,587 | $60,607-6.6% | $189,557-70.1% | $86,799-34.8% |
| Participation rate | 77.4% | 68.9%+8.5pp | 78.4%-1.0pp | 72.3%+5.1pp |
| Annual return | 18.93% | 65.18%-46.2pp | 64.17%-45.2pp | 97.91%-79.0pp |
| Employer contribution / active EE | $2,052 | $1,626+26.2% | $4,412-53.5% | $2,405-14.7% |
| Participant deferral / active EE | $4,091 | $3,895+5.0% | $6,174-33.7% | $4,131-1.0% |
| Admin fee / account holder | $3 | $159-98.3% | $9,807-100.0% | $170-98.4% |