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 | $40 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,781 | $130,194-11.1% | $169,993-31.9% | $71,457+62.0% |
| Participation rate | 96.1% | 86.1%+10.0pp | 87.0%+9.1pp | 67.9%+28.2pp |
| Annual return | 21.26% | 20.37%+0.9pp | 53.37%-32.1pp | 28.85%-7.6pp |
| Employer contribution / active EE | $2,294 | $4,381-47.7% | $6,785-66.2% | $2,588-11.4% |
| Participant deferral / active EE | $8,227 | $6,923+18.8% | $10,408-20.9% | $4,289+91.8% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |