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 | $5,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,407 | $61,473-11.5% | $81,930-33.6% | $73,409-25.9% |
| Participation rate | 85.9% | 72.4%+13.5pp | 72.0%+13.9pp | 72.2%+13.7pp |
| Annual return | 17.13% | 28.26%-11.1pp | 29.49%-12.4pp | 59.29%-42.2pp |
| Employer contribution / active EE | $2,292 | $1,898+20.8% | $4,310-46.8% | $2,234+2.6% |
| Participant deferral / active EE | $4,987 | $3,080+61.9% | $7,107-29.8% | $3,805+31.1% |
| Admin fee / account holder | $16 | $125-87.2% | $5,158-99.7% | $158-89.8% |