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 9-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 | $2,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,708 | $78,485+115.0% | $106,213+58.8% | $74,495+126.5% |
| Participation rate | 93.7% | 72.8%+20.8pp | 75.3%+18.4pp | 67.2%+26.5pp |
| Annual return | 17.09% | 15.95%+1.1pp | 116.14%-99.0pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,685 | $2,523-33.2% | $3,171-46.9% | $2,623-35.8% |
| Participant deferral / active EE | $11,681 | $4,322+170.2% | $5,016+132.9% | $4,346+168.8% |
| Admin fee / account holder | $12 | $2,232-99.5% | $11,033-99.9% | $1,942-99.4% |