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 | $3,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,495 | $77,314-52.8% | $177,989-79.5% | $80,856-54.9% |
| Participation rate | 95.4% | 65.7%+29.7pp | 77.1%+18.3pp | 67.6%+27.7pp |
| Annual return | 14.24% | 18.09%-3.8pp | 294.48%-280.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $5,407 | $2,292+135.9% | $3,949+36.9% | $2,755+96.3% |
| Participant deferral / active EE | $3,741 | $4,411-15.2% | $6,276-40.4% | $4,296-12.9% |
| Admin fee / account holder | $33 | $7,191-99.5% | $10,363-99.7% | $6,918-99.5% |