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 | $1,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,862 | $104,317-27.3% | $159,436-52.4% | $86,799-12.6% |
| Participation rate | 77.4% | 77.7%-0.3pp | 82.8%-5.4pp | 72.3%+5.1pp |
| Annual return | 16.42% | 26.32%-9.9pp | 263.57%-247.2pp | 97.91%-81.5pp |
| Employer contribution / active EE | $2,891 | $3,451-16.2% | $4,829-40.1% | $2,405+20.2% |
| Participant deferral / active EE | $5,057 | $6,837-26.0% | $7,352-31.2% | $4,131+22.4% |
| Admin fee / account holder | $5 | $172-97.3% | $10,799-100.0% | $170-97.3% |