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 | $556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,060 | $68,346+241.0% | $94,646+146.2% | $75,163+210.1% |
| Participation rate | 79.7% | 76.1%+3.6pp | 80.8%-1.1pp | 67.2%+12.5pp |
| Annual return | 24.02% | 616.93%-592.9pp | 156.71%-132.7pp | 160.62%-136.6pp |
| Employer contribution / active EE | $5,064 | $2,701+87.5% | $3,672+37.9% | $2,670+89.7% |
| Participant deferral / active EE | $19,346 | $6,537+195.9% | $7,418+160.8% | $4,125+369.0% |
| Admin fee / account holder | $25 | $5,326-99.5% | $7,231-99.7% | $5,651-99.6% |