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 | $931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,998 | $53,162+187.8% | $91,220+67.7% | $68,494+123.4% |
| Participation rate | 98.7% | 63.2%+35.5pp | 73.2%+25.5pp | 67.9%+30.8pp |
| Annual return | -18.21% | -3.14%-15.1pp | 114.01%-132.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,215 | $1,709+205.1% | $2,850+83.0% | $2,596+100.9% |
| Participant deferral / active EE | $8,327 | $2,974+180.0% | $4,234+96.7% | $4,027+106.8% |
| Admin fee / account holder | $8 | $4,493-99.8% | $5,420-99.9% | $5,403-99.9% |