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 | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,474 | $51,638+102.3% | $68,368+52.8% | $82,448+26.7% |
| Participation rate | 81.4% | 63.6%+17.8pp | 73.8%+7.6pp | 68.1%+13.3pp |
| Annual return | 19.65% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,919 | $2,047+91.5% | $2,649+48.0% | $2,551+53.6% |
| Participant deferral / active EE | $10,535 | $2,914+261.6% | $4,123+155.5% | $4,139+154.5% |
| Admin fee / account holder | $4 | $4,643-99.9% | $5,150-99.9% | $7,234-99.9% |