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 | -$528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,513 | $98,750+106.1% | $149,696+36.0% | $79,858+154.8% |
| Participation rate | 98.4% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 21.01% | 27.43%-6.4pp | 276.60%-255.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $8,349 | $3,216+159.6% | $4,644+79.8% | $2,471+237.9% |
| Participant deferral / active EE | $15,862 | $5,680+179.3% | $6,842+131.8% | $3,740+324.1% |
| Admin fee / account holder | -$5 | $6,053-100.1% | $9,309-100.0% | $5,306-100.1% |