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 | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,244 | $64,871-28.7% | $129,110-64.2% | $66,914-30.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.3%+22.7pp | 69.8%+30.2pp |
| Annual return | -17.01% | -12.21%-4.8pp | -10.94%-6.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,740 | $3,7410% | $5,052-26.0% | $2,544+47.0% |
| Participant deferral / active EE | $3,553 | $5,090-30.2% | $6,542-45.7% | $4,237-16.1% |
| Admin fee / account holder | $19 | $629-97.0% | $14,302-99.9% | $593-96.8% |