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 | $3,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,500 | $84,936+85.4% | $111,297+41.5% | $79,386+98.4% |
| Participation rate | 96.9% | 75.9%+21.0pp | 77.3%+19.6pp | 70.7%+26.2pp |
| Annual return | 16.36% | 17.45%-1.1pp | 54.65%-38.3pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,188 | $1,979+10.5% | $2,731-19.9% | $2,427-9.9% |
| Participant deferral / active EE | $4,151 | $3,888+6.8% | $4,487-7.5% | $4,046+2.6% |
| Admin fee / account holder | $16 | $537-97.1% | $7,964-99.8% | $626-97.5% |