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 | $613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,614 | $58,264+2.3% | $86,612-31.2% | $71,457-16.6% |
| Participation rate | 94.5% | 65.0%+29.6pp | 71.7%+22.8pp | 67.9%+26.6pp |
| Annual return | 16.56% | 21.63%-5.1pp | 591.07%-574.5pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,345 | $2,574-47.7% | $3,022-55.5% | $2,588-48.0% |
| Participant deferral / active EE | $4,666 | $3,436+35.8% | $4,438+5.2% | $4,289+8.8% |
| Admin fee / account holder | $20 | $1,057-98.1% | $5,614-99.7% | $1,587-98.8% |