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 | $256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,042 | $99,957+145.1% | $149,696+63.7% | $73,488+233.4% |
| Participation rate | 94.9% | 75.7%+19.2pp | 82.5%+12.4pp | 70.7%+24.2pp |
| Annual return | 20.44% | 53.87%-33.4pp | 276.60%-256.2pp | 28.51%-8.1pp |
| Employer contribution / active EE | $7,137 | $3,191+123.6% | $4,644+53.7% | $2,270+214.4% |
| Participant deferral / active EE | $12,827 | $6,073+111.2% | $6,842+87.5% | $3,740+243.0% |
| Admin fee / account holder | $11 | $551-98.1% | $9,309-99.9% | $513-97.9% |