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 | $1,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,766 | $74,706+8.1% | $75,696+6.7% | $79,386+1.7% |
| Participation rate | 95.9% | 75.3%+20.6pp | 74.8%+21.1pp | 70.7%+25.2pp |
| Annual return | 17.15% | 18.52%-1.4pp | 104.53%-87.4pp | 116.85%-99.7pp |
| Employer contribution / active EE | $4,271 | $2,590+64.9% | $2,743+55.7% | $2,427+75.9% |
| Participant deferral / active EE | $7,809 | $3,533+121.0% | $3,821+104.3% | $4,046+93.0% |
| Admin fee / account holder | $11 | $374-97.0% | $3,619-99.7% | $626-98.2% |