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 | $1,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,219 | $54,726-59.4% | $68,793-67.7% | $64,186-65.4% |
| Participation rate | 88.4% | 68.0%+20.4pp | 72.2%+16.2pp | 69.6%+18.9pp |
| Annual return | -4.74% | -1.62%-3.1pp | -4.63%-0.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $540 | $1,846-70.7% | $2,625-79.4% | $2,381-77.3% |
| Participant deferral / active EE | $2,024 | $2,626-22.9% | $3,311-38.9% | $3,470-41.7% |
| Admin fee / account holder | $13 | $4,027-99.7% | $5,131-99.7% | $4,888-99.7% |