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 | $1,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,947 | $80,968-44.5% | $96,544-53.4% | $75,163-40.2% |
| Participation rate | 97.4% | 71.8%+25.6pp | 76.0%+21.4pp | 67.2%+30.2pp |
| Annual return | 19.17% | 27.06%-7.9pp | 25.84%-6.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,885 | $2,282-17.4% | $2,965-36.4% | $2,670-29.4% |
| Participant deferral / active EE | $3,369 | $3,928-14.2% | $4,851-30.5% | $4,125-18.3% |
| Admin fee / account holder | $7 | $6,724-99.9% | $8,252-99.9% | $5,651-99.9% |