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 | -$5,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,105 | $84,487+24.4% | $125,339-16.1% | $66,914+57.1% |
| Participation rate | 97.5% | 76.4%+21.0pp | 82.4%+15.1pp | 69.8%+27.7pp |
| Annual return | -15.70% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,509 | $3,553-1.2% | $4,814-27.1% | $2,544+37.9% |
| Participant deferral / active EE | $7,770 | $6,781+14.6% | $7,446+4.3% | $4,237+83.4% |
| Admin fee / account holder | -$34 | $685-105.0% | $10,010-100.3% | $593-105.8% |