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 | -$18,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,153 | $66,528+52.0% | $86,874+16.4% | $86,799+16.5% |
| Participation rate | 92.5% | 72.4%+20.1pp | 71.6%+20.9pp | 72.3%+20.2pp |
| Annual return | 18.42% | 19.56%-1.1pp | 63.52%-45.1pp | 97.91%-79.5pp |
| Employer contribution / active EE | $3,755 | $2,007+87.1% | $2,495+50.5% | $2,405+56.1% |
| Participant deferral / active EE | $3,513 | $3,240+8.4% | $3,699-5.0% | $4,131-15.0% |
| Admin fee / account holder | -$28 | $148-119.2% | $5,828-100.5% | $170-116.8% |