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 6-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 | -$694 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,095 | $100,801-34.4% | $149,696-55.8% | $73,409-10.0% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 0.00% | 265.34%-265.3pp | 276.60%-276.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,315 | $3,312-60.3% | $4,644-71.7% | $2,234-41.1% |
| Participant deferral / active EE | $3,992 | $6,404-37.7% | $6,842-41.7% | $3,805+4.9% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |