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 | $7,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,631 | $58,320+64.0% | $86,436+10.6% | $66,914+42.9% |
| Participation rate | 83.0% | 78.6%+4.4pp | 80.3%+2.6pp | 69.8%+13.2pp |
| Annual return | -15.70% | -9.71%-6.0pp | 4394.89%-4410.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,318 | $2,615+65.1% | $3,769+14.6% | $2,544+69.7% |
| Participant deferral / active EE | $9,989 | $6,899+44.8% | $6,952+43.7% | $4,237+135.8% |
| Admin fee / account holder | $45 | $546-91.7% | $6,731-99.3% | $593-92.3% |