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 | $632 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,996 | $61,156-36.2% | $185,823-79.0% | $79,386-50.9% |
| Participation rate | 72.8% | 66.6%+6.2pp | 81.7%-8.9pp | 70.7%+2.1pp |
| Annual return | 17.26% | 19.45%-2.2pp | 122.05%-104.8pp | 116.85%-99.6pp |
| Employer contribution / active EE | $1,251 | $2,321-46.1% | $5,167-75.8% | $2,427-48.5% |
| Participant deferral / active EE | $2,491 | $2,789-10.7% | $5,568-55.3% | $4,046-38.4% |
| Admin fee / account holder | $2 | $710-99.7% | $16,237-100.0% | $626-99.6% |