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 | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,169 | $70,475+211.0% | $100,516+118.0% | $79,858+174.4% |
| Participation rate | 70.7% | 73.7%-2.9pp | 79.4%-8.7pp | 69.6%+1.1pp |
| Annual return | 25.67% | 21.90%+3.8pp | 30.89%-5.2pp | 31.71%-6.0pp |
| Employer contribution / active EE | $3,511 | $2,165+62.2% | $3,418+2.7% | $2,471+42.1% |
| Participant deferral / active EE | $14,297 | $5,181+176.0% | $6,270+128.0% | $3,740+282.3% |
| Admin fee / account holder | $19 | $4,478-99.6% | $8,081-99.8% | $5,306-99.6% |