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 | $1,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,838 | $58,927-46.0% | $76,817-58.6% | $72,985-56.4% |
| Participation rate | 75.5% | 67.3%+8.2pp | 72.1%+3.4pp | 69.5%+6.0pp |
| Annual return | 21.46% | 2305.64%-2284.2pp | 1166.11%-1144.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $509 | $1,787-71.5% | $2,302-77.9% | $2,440-79.1% |
| Participant deferral / active EE | $1,897 | $2,690-29.5% | $3,336-43.1% | $3,607-47.4% |
| Admin fee / account holder | $16 | $4,013-99.6% | $6,420-99.7% | $5,124-99.7% |