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 | $563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,678 | $51,197-3.0% | $82,719-39.9% | $66,914-25.8% |
| Participation rate | 94.2% | 67.8%+26.4pp | 72.6%+21.7pp | 69.8%+24.4pp |
| Annual return | -16.93% | -9.64%-7.3pp | 701.18%-718.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,117 | $2,611-57.2% | $3,009-62.9% | $2,544-56.1% |
| Participant deferral / active EE | $4,376 | $3,458+26.5% | $4,395-0.4% | $4,237+3.3% |
| Admin fee / account holder | $14 | $416-96.7% | $5,329-99.7% | $593-97.7% |