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 | -$8,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,794 | $102,553-28.0% | $151,611-51.3% | $66,914+10.3% |
| Participation rate | 85.2% | 85.5%-0.3pp | 87.5%-2.3pp | 69.8%+15.4pp |
| Annual return | -14.46% | -10.82%-3.6pp | 3.33%-17.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $4,291 | $4,180+2.6% | $6,166-30.4% | $2,544+68.6% |
| Participant deferral / active EE | $6,537 | $6,641-1.6% | $8,363-21.8% | $4,237+54.3% |
| Admin fee / account holder | -$53 | $630-108.4% | $11,616-100.5% | $593-108.9% |