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 | $2,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,209 | $76,050+39.7% | $96,544+10.0% | $71,457+48.6% |
| Participation rate | 94.8% | 74.4%+20.4pp | 76.0%+18.9pp | 67.9%+26.9pp |
| Annual return | 21.98% | 22.81%-0.8pp | 25.84%-3.9pp | 28.85%-6.9pp |
| Employer contribution / active EE | $1,847 | $2,244-17.7% | $2,965-37.7% | $2,588-28.6% |
| Participant deferral / active EE | $4,394 | $4,215+4.2% | $4,851-9.4% | $4,289+2.4% |
| Admin fee / account holder | $13 | $2,707-99.5% | $8,252-99.8% | $1,587-99.2% |