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 | $3,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,667 | $35,986-20.3% | $77,482-63.0% | $73,488-61.0% |
| Participation rate | 96.2% | 40.8%+55.3pp | 54.2%+42.0pp | 70.7%+25.5pp |
| Annual return | 20.34% | 19.26%+1.1pp | 54.79%-34.4pp | 28.51%-8.2pp |
| Employer contribution / active EE | $313 | $557-43.9% | $986-68.3% | $2,270-86.2% |
| Participant deferral / active EE | $1,792 | $1,198+49.6% | $1,861-3.7% | $3,740-52.1% |
| Admin fee / account holder | $18 | $466-96.1% | $2,858-99.4% | $513-96.5% |