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 | $1,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,181 | $27,839+1.2% | $58,482-51.8% | $71,457-60.6% |
| Participation rate | 98.0% | 34.5%+63.5pp | 50.9%+47.2pp | 67.9%+30.1pp |
| Annual return | 26.38% | 26.81%-0.4pp | 4239.32%-4212.9pp | 28.85%-2.5pp |
| Employer contribution / active EE | $268 | $631-57.5% | $1,053-74.6% | $2,588-89.6% |
| Participant deferral / active EE | $3,275 | $1,206+171.5% | $1,924+70.2% | $4,289-23.6% |
| Admin fee / account holder | $10 | $1,641-99.4% | $2,516-99.6% | $1,587-99.4% |