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 | $1,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,697 | $122,239-26.6% | $184,203-51.3% | $74,495+20.4% |
| Participation rate | 95.3% | 85.5%+9.8pp | 86.8%+8.5pp | 67.2%+28.1pp |
| Annual return | 19.18% | 19.95%-0.8pp | 28.81%-9.6pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $2,713 | $4,537-40.2% | $6,427-57.8% | $2,623+3.4% |
| Participant deferral / active EE | $7,373 | $7,139+3.3% | $9,131-19.3% | $4,346+69.7% |
| Admin fee / account holder | $24 | $1,260-98.1% | $13,901-99.8% | $1,942-98.7% |