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 | $4,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,514 | $104,317-36.2% | $159,436-58.3% | $86,799-23.4% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.8%+14.0pp | 72.3%+24.6pp |
| Annual return | 27.73% | 26.32%+1.4pp | 263.57%-235.8pp | 97.91%-70.2pp |
| Employer contribution / active EE | $2,776 | $3,451-19.5% | $4,829-42.5% | $2,405+15.4% |
| Participant deferral / active EE | $7,475 | $6,837+9.3% | $7,352+1.7% | $4,131+80.9% |
| Admin fee / account holder | $20 | $172-88.5% | $10,799-99.8% | $170-88.3% |