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 | $3,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,651 | $99,078+5.6% | $96,544+8.4% | $74,419+40.6% |
| Participation rate | 91.4% | 80.7%+10.7pp | 76.0%+15.4pp | 70.7%+20.7pp |
| Annual return | 17.83% | 22.48%-4.7pp | 25.84%-8.0pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,039 | $2,570-20.7% | $2,965-31.2% | $2,637-22.7% |
| Participant deferral / active EE | $6,817 | $4,933+38.2% | $4,851+40.5% | $4,528+50.5% |
| Admin fee / account holder | $11 | $225-95.3% | $8,252-99.9% | $348-97.0% |