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 | $2,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,086 | $72,012-59.6% | $185,823-84.3% | $79,858-63.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 19.79% | 23.12%-3.3pp | 35.95%-16.2pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,981 | $1,965+153.5% | $4,087+21.9% | $2,471+101.6% |
| Participant deferral / active EE | $1,997 | $3,779-47.2% | $5,632-64.5% | $3,740-46.6% |
| Admin fee / account holder | $32 | $4,513-99.3% | $9,500-99.7% | $5,306-99.4% |