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 | $54,705+91.0% | $71,209+46.7% | $84,808+23.2% |
| Participation rate | 81.4% | 64.1%+17.3pp | 73.8%+7.6pp | 68.3%+13.1pp |
| Annual return | 19.65% | 35.90%-16.2pp | 282.51%-262.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,919 | $2,158+81.6% | $2,721+44.0% | $2,631+49.0% |
| Participant deferral / active EE | $10,535 | $3,030+247.6% | $4,175+152.3% | $4,212+150.1% |
| Admin fee / account holder | $4 | $4,863-99.9% | $5,349-99.9% | $7,344-99.9% |