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 9-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 | -$625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,955 | $79,171+51.5% | $102,423+17.1% | $74,495+61.0% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 16.77% | 54.93%-38.2pp | 29.32%-12.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $4,749 | $2,362+101.0% | $3,023+57.1% | $2,623+81.1% |
| Participant deferral / active EE | $5,543 | $4,415+25.6% | $5,053+9.7% | $4,346+27.6% |
| Admin fee / account holder | -$3 | $2,001-100.2% | $9,451-100.0% | $1,942-100.2% |