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 | $4,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,513 | $61,473+92.8% | $81,930+44.7% | $73,409+61.4% |
| Participation rate | 90.1% | 72.4%+17.7pp | 72.0%+18.1pp | 72.2%+17.9pp |
| Annual return | 19.03% | 28.26%-9.2pp | 29.49%-10.5pp | 59.29%-40.3pp |
| Employer contribution / active EE | $4,417 | $1,898+132.8% | $4,310+2.5% | $2,234+97.8% |
| Participant deferral / active EE | $8,222 | $3,080+166.9% | $7,107+15.7% | $3,805+116.1% |
| Admin fee / account holder | $14 | $125-88.7% | $5,158-99.7% | $158-91.1% |