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 | $663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,807 | $91,407+3.7% | $135,903-30.2% | $71,457+32.7% |
| Participation rate | 85.2% | 75.7%+9.5pp | 81.9%+3.3pp | 67.9%+17.3pp |
| Annual return | 27.13% | 29.90%-2.8pp | 68.23%-41.1pp | 28.85%-1.7pp |
| Employer contribution / active EE | $2,661 | $3,703-28.1% | $4,856-45.2% | $2,588+2.8% |
| Participant deferral / active EE | $9,689 | $7,092+36.6% | $7,758+24.9% | $4,289+125.9% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,762-100.0% | $1,587-99.7% |