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 | $146,267+66.1% | $197,124+23.2% | $82,448+194.7% |
| Participation rate | 90.7% | 84.0%+6.7pp | 86.7%+4.0pp | 68.1%+22.7pp |
| Annual return | 16.55% | 29.61%-13.1pp | 44.34%-27.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,520 | $4,723+16.9% | $6,227-11.4% | $2,551+116.4% |
| Participant deferral / active EE | $13,646 | $7,035+94.0% | $9,135+49.4% | $4,139+229.7% |
| Admin fee / account holder | $23 | $14,422-99.8% | $16,298-99.9% | $7,234-99.7% |