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 3-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 | $2,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,943 | $148,978+63.1% | $200,582+21.1% | $84,808+186.5% |
| Participation rate | 90.7% | 84.2%+6.5pp | 86.9%+3.9pp | 68.3%+22.4pp |
| Annual return | 16.55% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,520 | $4,815+14.6% | $6,419-14.0% | $2,631+109.8% |
| Participant deferral / active EE | $13,646 | $7,142+91.1% | $9,331+46.2% | $4,212+224.0% |
| Admin fee / account holder | $23 | $13,977-99.8% | $16,305-99.9% | $7,344-99.7% |