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 | $1,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,080 | $91,407+35.7% | $135,903-8.7% | $71,457+73.6% |
| Participation rate | 98.5% | 75.7%+22.9pp | 81.9%+16.6pp | 67.9%+30.6pp |
| Annual return | 20.83% | 29.90%-9.1pp | 68.23%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $7,344 | $3,703+98.3% | $4,856+51.2% | $2,588+183.8% |
| Participant deferral / active EE | $15,000 | $7,092+111.5% | $7,758+93.4% | $4,289+249.7% |
| Admin fee / account holder | $9 | $1,266-99.3% | $10,762-99.9% | $1,587-99.4% |