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 | $5,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,249 | $72,607+17.4% | $90,749-6.1% | $66,914+27.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.46% | -12.28%-0.2pp | -12.16%-0.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $10,245 | $2,369+332.5% | $2,921+250.8% | $2,544+302.7% |
| Participant deferral / active EE | $10,653 | $3,977+167.8% | $4,564+133.4% | $4,237+151.4% |
| Admin fee / account holder | $40 | $707-94.4% | $8,445-99.5% | $593-93.3% |