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 4-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 | -$9,578 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,999 | $61,156-13.3% | $185,823-71.5% | $79,386-33.2% |
| Participation rate | 99.2% | 66.6%+32.5pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 13.89% | 19.45%-5.6pp | 122.05%-108.2pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,882 | $2,321-18.9% | $5,167-63.6% | $2,427-22.5% |
| Participant deferral / active EE | $4,864 | $2,789+74.4% | $5,568-12.6% | $4,046+20.2% |
| Admin fee / account holder | -$25 | $710-103.5% | $16,237-100.2% | $626-104.0% |