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 | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,547 | $58,208+134.6% | $81,812+66.9% | $80,856+68.9% |
| Participation rate | 93.7% | 63.4%+30.3pp | 72.3%+21.3pp | 67.6%+26.0pp |
| Annual return | 19.25% | 41.66%-22.4pp | 773.79%-754.5pp | 35.59%-16.3pp |
| Employer contribution / active EE | $5,200 | $2,340+122.2% | $2,912+78.6% | $2,755+88.8% |
| Participant deferral / active EE | $6,002 | $3,281+82.9% | $4,319+39.0% | $4,296+39.7% |
| Admin fee / account holder | $6 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |