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 | -$4,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,244 | $89,436+42.3% | $164,813-22.8% | $77,643+63.9% |
| Participation rate | 98.7% | 78.6%+20.0pp | 78.6%+20.1pp | 70.6%+28.1pp |
| Annual return | 13.17% | 28.83%-15.7pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,049 | $2,569-20.2% | $4,341-52.8% | $2,726-24.8% |
| Participant deferral / active EE | $6,984 | $4,897+42.6% | $6,031+15.8% | $4,647+50.3% |
| Admin fee / account holder | -$7 | $339-102.0% | $12,690-100.1% | $430-101.6% |