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 | $1,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,019 | $73,638-21.2% | $95,952-39.5% | $73,488-21.1% |
| Participation rate | 83.6% | 76.2%+7.5pp | 77.1%+6.5pp | 70.7%+12.9pp |
| Annual return | 11.49% | 16.78%-5.3pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $2,208 | $1,863+18.5% | $2,541-13.1% | $2,270-2.7% |
| Participant deferral / active EE | $2,766 | $3,617-23.5% | $4,167-33.6% | $3,740-26.0% |
| Admin fee / account holder | $30 | $482-93.8% | $6,795-99.6% | $513-94.2% |