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 | $2,121 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,847 | $104,475+29.1% | $159,436-15.4% | $79,386+69.9% |
| Participation rate | 95.0% | 76.6%+18.4pp | 82.8%+12.2pp | 70.7%+24.3pp |
| Annual return | 16.71% | 67.95%-51.2pp | 263.57%-246.9pp | 116.85%-100.1pp |
| Employer contribution / active EE | $6,491 | $3,417+90.0% | $4,829+34.4% | $2,427+167.4% |
| Participant deferral / active EE | $14,224 | $6,467+119.9% | $7,352+93.5% | $4,046+251.6% |
| Admin fee / account holder | $9 | $711-98.7% | $10,799-99.9% | $626-98.6% |