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 | $420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,447 | $121,341-8.2% | $189,513-41.2% | $79,386+40.4% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.8%+8.6pp | 70.7%+25.7pp |
| Annual return | 15.94% | 21.08%-5.1pp | 555.15%-539.2pp | 116.85%-100.9pp |
| Employer contribution / active EE | $2,605 | $3,915-33.5% | $6,162-57.7% | $2,427+7.3% |
| Participant deferral / active EE | $7,028 | $6,395+9.9% | $8,221-14.5% | $4,046+73.7% |
| Admin fee / account holder | $30 | $651-95.4% | $12,045-99.8% | $626-95.2% |