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 | $2,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,606 | $70,669-55.3% | $169,368-81.3% | $75,163-58.0% |
| Participation rate | 98.1% | 64.8%+33.4pp | 77.1%+21.0pp | 67.2%+31.0pp |
| Annual return | 18.55% | 36.36%-17.8pp | 405.60%-387.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $6,082 | $2,211+175.1% | $4,013+51.6% | $2,670+127.8% |
| Participant deferral / active EE | $3,778 | $4,311-12.4% | $6,221-39.3% | $4,125-8.4% |
| Admin fee / account holder | $34 | $5,402-99.4% | $9,003-99.6% | $5,651-99.4% |