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 | $414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,371 | $77,314+18.2% | $177,989-48.7% | $80,856+13.0% |
| Participation rate | 90.5% | 65.7%+24.8pp | 77.1%+13.4pp | 67.6%+22.9pp |
| Annual return | 13.26% | 18.09%-4.8pp | 294.48%-281.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $6,457 | $2,292+181.7% | $3,949+63.5% | $2,755+134.4% |
| Participant deferral / active EE | $5,976 | $4,411+35.5% | $6,276-4.8% | $4,296+39.1% |
| Admin fee / account holder | $16 | $7,191-99.8% | $10,363-99.8% | $6,918-99.8% |