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 7-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 | $3,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,731 | $100,227+126.2% | $169,993+33.4% | $74,419+204.7% |
| Participation rate | 97.7% | 87.3%+10.3pp | 87.0%+10.7pp | 70.7%+26.9pp |
| Annual return | 23.18% | 66.08%-42.9pp | 53.37%-30.2pp | 34.38%-11.2pp |
| Employer contribution / active EE | $14,522 | $4,263+240.6% | $6,785+114.0% | $2,637+450.6% |
| Participant deferral / active EE | $16,475 | $7,143+130.7% | $10,408+58.3% | $4,528+263.9% |
| Admin fee / account holder | $5 | $234-97.8% | $12,815-100.0% | $348-98.5% |