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 | $796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,272 | $69,454-26.2% | $180,183-71.5% | $74,304-31.0% |
| Participation rate | 94.7% | 61.8%+32.9pp | 77.4%+17.3pp | 60.3%+34.4pp |
| Annual return | 17.06% | 25.86%-8.8pp | 27.86%-10.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $3,671 | $3,155+16.3% | $5,039-27.2% | $2,241+63.8% |
| Participant deferral / active EE | $3,474 | $4,662-25.5% | $6,822-49.1% | $3,767-7.8% |
| Admin fee / account holder | $13 | $3,036-99.6% | $19,975-99.9% | $2,969-99.6% |