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 3-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 | -$5,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,571 | $91,407+36.3% | $135,903-8.3% | $71,457+74.3% |
| Participation rate | 98.0% | 75.7%+22.4pp | 81.9%+16.1pp | 67.9%+30.1pp |
| Annual return | 25.32% | 29.90%-4.6pp | 68.23%-42.9pp | 28.85%-3.5pp |
| Employer contribution / active EE | $6,127 | $3,703+65.4% | $4,856+26.2% | $2,588+136.8% |
| Participant deferral / active EE | $8,606 | $7,092+21.3% | $7,758+10.9% | $4,289+100.7% |
| Admin fee / account holder | -$35 | $1,266-102.8% | $10,762-100.3% | $1,587-102.2% |