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 | $2,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,233 | $39,286-12.9% | $80,716-57.6% | $79,386-56.9% |
| Participation rate | 97.4% | 41.0%+56.5pp | 54.2%+43.3pp | 70.7%+26.7pp |
| Annual return | 17.63% | 98.95%-81.3pp | 87.28%-69.6pp | 116.85%-99.2pp |
| Employer contribution / active EE | $148 | $594-75.1% | $1,160-87.2% | $2,427-93.9% |
| Participant deferral / active EE | $2,805 | $1,264+121.9% | $2,146+30.7% | $4,046-30.7% |
| Admin fee / account holder | $16 | $647-97.5% | $3,380-99.5% | $626-97.4% |