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 7-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 | $1,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,956 | $73,638+79.2% | $95,952+37.5% | $73,488+79.6% |
| Participation rate | 76.0% | 76.2%-0.2pp | 77.1%-1.1pp | 70.7%+5.3pp |
| Annual return | 14.42% | 16.78%-2.4pp | 91.61%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $919 | $1,863-50.7% | $2,541-63.8% | $2,270-59.5% |
| Participant deferral / active EE | $6,512 | $3,617+80.1% | $4,167+56.3% | $3,740+74.2% |
| Admin fee / account holder | $13 | $482-97.3% | $6,795-99.8% | $513-97.5% |