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 | -$19,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,220 | $100,801+128.4% | $149,696+53.8% | $73,409+213.6% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 15.25% | 265.34%-250.1pp | 276.60%-261.4pp | 59.29%-44.0pp |
| Employer contribution / active EE | $11,126 | $3,312+236.0% | $4,644+139.6% | $2,234+398.1% |
| Participant deferral / active EE | $6,075 | $6,404-5.1% | $6,842-11.2% | $3,805+59.6% |
| Admin fee / account holder | $12 | $181-93.4% | $9,309-99.9% | $158-92.4% |