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 | $512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,792 | $47,205+98.7% | $61,491+52.5% | $66,914+40.2% |
| Participation rate | 96.5% | 64.2%+32.3pp | 79.3%+17.2pp | 69.8%+26.7pp |
| Annual return | -15.44% | -17.16%+1.7pp | -12.98%-2.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $9,025 | $2,885+212.9% | $4,246+112.6% | $2,544+254.7% |
| Participant deferral / active EE | $7,616 | $3,114+144.6% | $5,188+46.8% | $4,237+79.8% |
| Admin fee / account holder | $11 | $471-97.7% | $4,312-99.7% | $593-98.2% |