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 | -$30,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,258 | $53,345+144.2% | $121,098+7.6% | $74,419+75.0% |
| Participation rate | 98.9% | 60.0%+38.9pp | 69.5%+29.4pp | 70.7%+28.2pp |
| Annual return | 17.88% | 35.15%-17.3pp | 985.75%-967.9pp | 34.38%-16.5pp |
| Employer contribution / active EE | $11,123 | $1,898+485.9% | $4,164+167.1% | $2,637+321.7% |
| Participant deferral / active EE | $9,959 | $3,221+209.2% | $4,080+144.1% | $4,528+119.9% |
| Admin fee / account holder | $101 | $382-73.5% | $5,644-98.2% | $348-70.9% |