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 | -$283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,750 | $98,982+13.9% | $162,163-30.5% | $65,185+73.0% |
| Participation rate | 95.9% | 85.8%+10.2pp | 87.6%+8.4pp | 70.2%+25.7pp |
| Annual return | 26.48% | 24.84%+1.6pp | 115.59%-89.1pp | 29.38%-2.9pp |
| Employer contribution / active EE | $1,785 | $3,467-48.5% | $5,614-68.2% | $2,177-18.0% |
| Participant deferral / active EE | $7,298 | $5,384+35.5% | $7,2980% | $3,514+107.7% |
| Admin fee / account holder | -$1 | $596-100.2% | $10,843-100.0% | $847-100.2% |