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 | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,679 | $122,239+40.4% | $184,203-6.8% | $74,495+130.5% |
| Participation rate | 94.6% | 85.5%+9.2pp | 86.8%+7.8pp | 67.2%+27.4pp |
| Annual return | 19.58% | 19.95%-0.4pp | 28.81%-9.2pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $3,792 | $4,537-16.4% | $6,427-41.0% | $2,623+44.6% |
| Participant deferral / active EE | $14,678 | $7,139+105.6% | $9,131+60.7% | $4,346+237.7% |
| Admin fee / account holder | $8 | $1,260-99.4% | $13,901-99.9% | $1,942-99.6% |