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 5-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 | $492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,567 | $95,274-11.2% | $135,903-37.8% | $74,419+13.6% |
| Participation rate | 85.2% | 78.2%+7.0pp | 81.9%+3.3pp | 70.7%+14.4pp |
| Annual return | 24.64% | 32.77%-8.1pp | 68.23%-43.6pp | 34.38%-9.7pp |
| Employer contribution / active EE | $3,807 | $3,874-1.7% | $4,856-21.6% | $2,637+44.4% |
| Participant deferral / active EE | $9,669 | $7,782+24.3% | $7,758+24.6% | $4,528+113.5% |
| Admin fee / account holder | $1 | $266-99.7% | $10,762-100.0% | $348-99.7% |