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 | -$40,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,694 | $59,402+157.1% | $93,654+63.0% | $74,546+104.8% |
| Participation rate | 90.5% | 59.7%+30.8pp | 68.7%+21.8pp | 67.2%+23.3pp |
| Annual return | 14.98% | 81.86%-66.9pp | 133.34%-118.4pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,087 | $1,265-14.0% | $2,421-55.1% | $2,624-58.6% |
| Participant deferral / active EE | $9,614 | $3,049+215.3% | $4,413+117.9% | $4,347+121.1% |
| Admin fee / account holder | -$232 | $3,023-107.7% | $8,282-102.8% | $1,944-111.9% |