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 | $4,263 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,901 | $51,197+42.4% | $82,719-11.9% | $66,914+8.9% |
| Participation rate | 85.1% | 67.8%+17.3pp | 72.6%+12.5pp | 69.8%+15.3pp |
| Annual return | -14.04% | -9.64%-4.4pp | 701.18%-715.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,386 | $2,611-8.6% | $3,009-20.7% | $2,544-6.2% |
| Participant deferral / active EE | $5,550 | $3,458+60.5% | $4,395+26.3% | $4,237+31.0% |
| Admin fee / account holder | $18 | $416-95.6% | $5,329-99.7% | $593-96.9% |