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 | $1,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,472 | $100,227-1.8% | $169,993-42.1% | $74,419+32.3% |
| Participation rate | 97.9% | 87.3%+10.6pp | 87.0%+10.9pp | 70.7%+27.2pp |
| Annual return | 17.59% | 66.08%-48.5pp | 53.37%-35.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,713 | $4,263-36.4% | $6,785-60.0% | $2,637+2.9% |
| Participant deferral / active EE | $7,368 | $7,143+3.1% | $10,408-29.2% | $4,528+62.7% |
| Admin fee / account holder | $39 | $234-83.2% | $12,815-99.7% | $348-88.7% |