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 | $456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,777 | $78,422+184.1% | $95,952+132.2% | $79,858+179.0% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 17.53% | 19.37%-1.8pp | 91.61%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,223 | $1,945+65.7% | $2,541+26.8% | $2,471+30.4% |
| Participant deferral / active EE | $14,552 | $3,440+323.0% | $4,167+249.2% | $3,740+289.1% |
| Admin fee / account holder | $39 | $5,622-99.3% | $6,795-99.4% | $5,306-99.3% |