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 | $1,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,446 | $77,660+19.0% | $109,143-15.3% | $79,386+16.5% |
| Participation rate | 87.9% | 67.8%+20.1pp | 75.9%+12.0pp | 70.7%+17.1pp |
| Annual return | 24.67% | 23.44%+1.2pp | 25.75%-1.1pp | 116.85%-92.2pp |
| Employer contribution / active EE | $6,248 | $2,797+123.3% | $3,722+67.9% | $2,427+157.4% |
| Participant deferral / active EE | $7,525 | $3,518+113.9% | $4,653+61.7% | $4,046+86.0% |
| Admin fee / account holder | $7 | $732-99.0% | $6,752-99.9% | $626-98.9% |