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 | -$117,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,377 | $82,783-7.7% | $133,956-43.0% | $90,288-15.4% |
| Participation rate | 86.1% | 81.3%+4.8pp | 79.8%+6.2pp | 73.4%+12.7pp |
| Annual return | 15.92% | 21.89%-6.0pp | 45.09%-29.2pp | 53.97%-38.0pp |
| Employer contribution / active EE | $1,605 | $2,388-32.8% | $3,919-59.0% | $2,524-36.4% |
| Participant deferral / active EE | $3,004 | $4,291-30.0% | $5,048-40.5% | $4,232-29.0% |
| Admin fee / account holder | $9 | $93-90.5% | $8,927-99.9% | $114-92.3% |