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 | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,701 | $72,012+59.3% | $185,823-38.3% | $79,858+43.6% |
| Participation rate | 76.9% | 65.8%+11.2pp | 78.0%-1.1pp | 69.6%+7.3pp |
| Annual return | 21.18% | 23.12%-1.9pp | 35.95%-14.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,775 | $1,965+41.2% | $4,087-32.1% | $2,471+12.3% |
| Participant deferral / active EE | $6,169 | $3,779+63.2% | $5,632+9.5% | $3,740+64.9% |
| Admin fee / account holder | $13 | $4,513-99.7% | $9,500-99.9% | $5,306-99.8% |