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 8-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 | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,309 | $98,463+31.3% | $119,258+8.4% | $85,850+50.6% |
| Participation rate | 89.8% | 77.6%+12.2pp | 82.7%+7.1pp | 69.3%+20.5pp |
| Annual return | 16.39% | 38.53%-22.1pp | 30.69%-14.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $5,454 | $3,698+47.5% | $4,384+24.4% | $2,565+112.6% |
| Participant deferral / active EE | $10,077 | $4,942+103.9% | $6,111+64.9% | $3,952+155.0% |
| Admin fee / account holder | $7 | $7,493-99.9% | $7,226-99.9% | $6,260-99.9% |