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 | $1,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,397 | $57,541+232.6% | $95,745+99.9% | $75,163+154.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 22.56% | 34.93%-12.4pp | 28.35%-5.8pp | 160.62%-138.1pp |
| Employer contribution / active EE | $5,729 | $1,808+216.9% | $2,835+102.1% | $2,670+114.6% |
| Participant deferral / active EE | $8,411 | $3,074+173.6% | $4,245+98.2% | $4,125+103.9% |
| Admin fee / account holder | $8 | $4,099-99.8% | $5,678-99.9% | $5,651-99.9% |