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 | $875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,223 | $130,194+50.7% | $169,993+15.4% | $71,457+174.6% |
| Participation rate | 93.2% | 86.1%+7.1pp | 87.0%+6.2pp | 67.9%+25.3pp |
| Annual return | 25.69% | 20.37%+5.3pp | 53.37%-27.7pp | 28.85%-3.2pp |
| Employer contribution / active EE | $4,389 | $4,381+0.2% | $6,785-35.3% | $2,588+69.6% |
| Participant deferral / active EE | $18,612 | $6,923+168.8% | $10,408+78.8% | $4,289+334.0% |
| Admin fee / account holder | $26 | $966-97.3% | $12,815-99.8% | $1,587-98.4% |