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 | $2,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,742 | $84,936+6.8% | $111,297-18.5% | $79,386+14.3% |
| Participation rate | 74.4% | 75.9%-1.4pp | 77.3%-2.9pp | 70.7%+3.7pp |
| Annual return | 15.48% | 17.45%-2.0pp | 54.65%-39.2pp | 116.85%-101.4pp |
| Employer contribution / active EE | $1,188 | $1,979-40.0% | $2,731-56.5% | $2,427-51.1% |
| Participant deferral / active EE | $3,679 | $3,888-5.4% | $4,487-18.0% | $4,046-9.1% |
| Admin fee / account holder | $53 | $537-90.1% | $7,964-99.3% | $626-91.5% |