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 | $1,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,092 | $81,208-60.5% | $98,907-67.6% | $79,858-59.8% |
| Participation rate | 88.6% | 72.5%+16.1pp | 76.0%+12.6pp | 69.6%+19.0pp |
| Annual return | 15.65% | 60.99%-45.3pp | 196.43%-180.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,790 | $1,960-8.7% | $2,689-33.4% | $2,471-27.6% |
| Participant deferral / active EE | $2,939 | $3,265-10.0% | $4,244-30.7% | $3,740-21.4% |
| Admin fee / account holder | $22 | $6,013-99.6% | $6,642-99.7% | $5,306-99.6% |