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 8-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 | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,527 | $136,307+11.2% | $177,821-14.8% | $73,488+106.2% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.7%+8.3pp | 70.7%+25.3pp |
| Annual return | 24.22% | 18.68%+5.5pp | 48.32%-24.1pp | 28.51%-4.3pp |
| Employer contribution / active EE | $5,165 | $3,712+39.1% | $5,918-12.7% | $2,270+127.5% |
| Participant deferral / active EE | $10,696 | $5,829+83.5% | $7,714+38.7% | $3,740+186.0% |
| Admin fee / account holder | $1 | $596-99.8% | $12,427-100.0% | $513-99.7% |