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 | -$268 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,518 | $73,638+120.7% | $95,952+69.4% | $73,488+121.1% |
| Participation rate | 98.0% | 76.2%+21.8pp | 77.1%+20.9pp | 70.7%+27.3pp |
| Annual return | 13.10% | 16.78%-3.7pp | 91.61%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,980 | $1,863+60.0% | $2,541+17.3% | $2,270+31.3% |
| Participant deferral / active EE | $8,035 | $3,617+122.2% | $4,167+92.8% | $3,740+114.9% |
| Admin fee / account holder | $26 | $482-94.6% | $6,795-99.6% | $513-94.9% |