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 | $278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,354 | $31,310+281.2% | $53,898+121.4% | $74,304+60.6% |
| Participation rate | 95.3% | 30.7%+64.6pp | 55.0%+40.4pp | 60.3%+35.0pp |
| Annual return | 16.55% | 23.16%-6.6pp | 528.60%-512.1pp | 29.43%-12.9pp |
| Employer contribution / active EE | $10,895 | $450+2322.2% | $932+1069.0% | $2,241+386.1% |
| Participant deferral / active EE | $6,037 | $934+546.2% | $1,826+230.6% | $3,767+60.3% |
| Admin fee / account holder | $2 | $2,175-99.9% | $2,491-99.9% | $2,969-99.9% |