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 10-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 | -$7,586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,722 | $72,254+26.9% | $86,677+5.8% | $64,808+41.5% |
| Participation rate | 96.8% | 80.4%+16.4pp | 76.6%+20.2pp | 71.5%+25.3pp |
| Annual return | -16.50% | 392.42%-408.9pp | 35.91%-52.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $4,288 | $2,393+79.2% | $2,836+51.2% | $2,506+71.1% |
| Participant deferral / active EE | $8,390 | $4,658+80.1% | $4,656+80.2% | $4,310+94.6% |
| Admin fee / account holder | -$9 | $174-105.0% | $7,493-100.1% | $188-104.6% |