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 | $1,102 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,141 | $73,638+90.3% | $108,410+29.3% | $79,386+76.5% |
| Participation rate | 94.7% | 77.4%+17.4pp | 80.1%+14.6pp | 70.7%+24.0pp |
| Annual return | 15.13% | 33.27%-18.1pp | 905.27%-890.1pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,744 | $2,397-27.2% | $3,558-51.0% | $2,427-28.2% |
| Participant deferral / active EE | $8,393 | $6,218+35.0% | $6,563+27.9% | $4,046+107.5% |
| Admin fee / account holder | $12 | $638-98.2% | $7,295-99.8% | $626-98.1% |