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 | $1,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,784 | $66,124-18.7% | $90,404-40.5% | $73,488-26.8% |
| Participation rate | 96.0% | 69.7%+26.3pp | 72.7%+23.3pp | 70.7%+25.3pp |
| Annual return | 16.19% | 17.65%-1.5pp | 1293.02%-1276.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $916 | $2,346-61.0% | $3,262-71.9% | $2,270-59.7% |
| Participant deferral / active EE | $4,390 | $3,039+44.5% | $3,963+10.8% | $3,740+17.4% |
| Admin fee / account holder | $22 | $396-94.4% | $5,611-99.6% | $513-95.6% |