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 | -$10,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,547 | $54,350+66.6% | $82,719+9.5% | $68,494+32.2% |
| Participation rate | 98.9% | 63.9%+35.0pp | 72.6%+26.4pp | 67.9%+31.1pp |
| Annual return | -15.97% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $5,302 | $2,218+139.0% | $3,009+76.2% | $2,596+104.2% |
| Participant deferral / active EE | $10,823 | $3,246+233.4% | $4,395+146.2% | $4,027+168.7% |
| Admin fee / account holder | -$89 | $4,395-102.0% | $5,329-101.7% | $5,403-101.6% |