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 | $2,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,821 | $99,016-7.3% | $93,789-2.1% | $66,914+37.2% |
| Participation rate | 83.2% | 82.1%+1.1pp | 81.0%+2.2pp | 69.8%+13.4pp |
| Annual return | -15.44% | -14.59%-0.9pp | -11.33%-4.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $5,286 | $4,769+10.8% | $4,323+22.3% | $2,544+107.8% |
| Participant deferral / active EE | $9,872 | $6,689+47.6% | $6,094+62.0% | $4,237+133.0% |
| Admin fee / account holder | $33 | $477-93.1% | $7,195-99.5% | $593-94.5% |