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 | $640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,218 | $57,281+109.9% | $86,612+38.8% | $75,163+59.9% |
| Participation rate | 94.3% | 63.2%+31.1pp | 71.7%+22.6pp | 67.2%+27.1pp |
| Annual return | 16.29% | 2670.75%-2654.5pp | 591.07%-574.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $5,344 | $2,314+130.9% | $3,022+76.8% | $2,670+100.2% |
| Participant deferral / active EE | $6,331 | $3,318+90.8% | $4,438+42.7% | $4,125+53.5% |
| Admin fee / account holder | $5 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |