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 | $7,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,702 | $99,957-59.3% | $149,696-72.8% | $73,488-44.6% |
| Participation rate | 76.9% | 75.7%+1.2pp | 82.5%-5.6pp | 70.7%+6.2pp |
| Annual return | 14.33% | 53.87%-39.5pp | 276.60%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,093 | $3,191-65.8% | $4,644-76.5% | $2,270-51.9% |
| Participant deferral / active EE | $2,816 | $6,073-53.6% | $6,842-58.8% | $3,740-24.7% |
| Admin fee / account holder | $41 | $551-92.6% | $9,309-99.6% | $513-92.1% |