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 | -$10,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,473 | $88,890+9.7% | $102,423-4.8% | $77,643+25.5% |
| Participation rate | 96.7% | 80.9%+15.7pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 16.51% | 24.98%-8.5pp | 29.32%-12.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $3,169 | $2,698+17.5% | $3,023+4.8% | $2,726+16.3% |
| Participant deferral / active EE | $6,990 | $5,145+35.9% | $5,053+38.3% | $4,647+50.4% |
| Admin fee / account holder | -$10 | $235-104.2% | $9,451-100.1% | $430-102.3% |