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 8-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 | $287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,799 | $84,556+15.7% | $116,228-15.9% | $74,304+31.6% |
| Participation rate | 92.4% | 66.0%+26.4pp | 74.6%+17.8pp | 60.3%+32.0pp |
| Annual return | 24.95% | 18.35%+6.6pp | 90.06%-65.1pp | 29.43%-4.5pp |
| Employer contribution / active EE | $6,980 | $2,168+222.0% | $2,994+133.1% | $2,241+211.4% |
| Participant deferral / active EE | $14,116 | $3,814+270.1% | $4,953+185.0% | $3,767+274.7% |
| Admin fee / account holder | $33 | $3,792-99.1% | $11,989-99.7% | $2,969-98.9% |