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 | $1,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,996 | $72,137-47.3% | $142,449-73.3% | $71,457-46.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 17.39% | 21.15%-3.8pp | 19.99%-2.6pp | 28.85%-11.5pp |
| Employer contribution / active EE | $3,805 | $3,793+0.3% | $4,847-21.5% | $2,588+47.1% |
| Participant deferral / active EE | $3,486 | $5,280-34.0% | $6,283-44.5% | $4,289-18.7% |
| Admin fee / account holder | $12 | $1,433-99.2% | $10,011-99.9% | $1,587-99.3% |