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 | -$10,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,270 | $60,323+102.7% | $81,812+49.5% | $74,495+64.1% |
| Participation rate | 92.9% | 62.9%+30.1pp | 72.3%+20.6pp | 67.2%+25.7pp |
| Annual return | 39.23% | 16.90%+22.3pp | 773.79%-734.6pp | 1364.94%-1325.7pp |
| Employer contribution / active EE | $5,341 | $2,620+103.8% | $2,912+83.4% | $2,623+103.6% |
| Participant deferral / active EE | $9,985 | $3,387+194.8% | $4,319+131.2% | $4,346+129.8% |
| Admin fee / account holder | -$70 | $1,486-104.7% | $7,386-100.9% | $1,942-103.6% |