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 | -$16,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,308 | $47,898+132.4% | $117,472-5.2% | $64,808+71.8% |
| Participation rate | 97.7% | 61.9%+35.8pp | 70.6%+27.1pp | 71.5%+26.3pp |
| Annual return | -16.70% | -15.54%-1.2pp | 29.74%-46.4pp | 32.82%-49.5pp |
| Employer contribution / active EE | $10,476 | $1,774+490.6% | $4,176+150.9% | $2,506+318.1% |
| Participant deferral / active EE | $9,104 | $3,151+189.0% | $4,070+123.7% | $4,310+111.2% |
| Admin fee / account holder | $117 | $132-11.4% | $5,645-97.9% | $188-37.8% |