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 | $1,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,692 | $101,955+14.5% | $112,887+3.4% | $71,457+63.3% |
| Participation rate | 84.0% | 82.1%+1.9pp | 80.5%+3.5pp | 67.9%+16.1pp |
| Annual return | 19.70% | 28.92%-9.2pp | 34.10%-14.4pp | 28.85%-9.1pp |
| Employer contribution / active EE | $6,306 | $4,743+32.9% | $4,563+38.2% | $2,588+143.7% |
| Participant deferral / active EE | $11,536 | $6,771+70.4% | $6,513+77.1% | $4,289+169.0% |
| Admin fee / account holder | $32 | $1,395-97.7% | $7,047-99.5% | $1,587-98.0% |