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 | $444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,255 | $59,107+232.0% | $86,436+127.1% | $68,494+186.5% |
| Participation rate | 77.0% | 75.2%+1.8pp | 80.3%-3.3pp | 67.9%+9.2pp |
| Annual return | -18.83% | -0.23%-18.6pp | 4394.89%-4413.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $4,560 | $2,519+81.0% | $3,769+21.0% | $2,596+75.6% |
| Participant deferral / active EE | $17,013 | $5,901+188.3% | $6,952+144.7% | $4,027+322.5% |
| Admin fee / account holder | $22 | $5,637-99.6% | $6,731-99.7% | $5,403-99.6% |