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 | $1,337 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,182 | $78,926+29.5% | $136,749-25.3% | $84,808+20.5% |
| Participation rate | 90.5% | 62.2%+28.3pp | 72.1%+18.3pp | 68.3%+22.2pp |
| Annual return | 13.45% | 18.17%-4.7pp | 24.33%-10.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,964 | $2,134+38.9% | $3,400-12.8% | $2,631+12.7% |
| Participant deferral / active EE | $3,932 | $3,168+24.1% | $4,692-16.2% | $4,212-6.6% |
| Admin fee / account holder | $68 | $6,369-98.9% | $11,386-99.4% | $7,344-99.1% |