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 | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,710 | $81,908+96.2% | $90,749+77.1% | $64,808+148.0% |
| Participation rate | 83.4% | 80.5%+2.9pp | 75.7%+7.7pp | 71.5%+11.9pp |
| Annual return | -8.77% | -12.53%+3.8pp | -12.16%+3.4pp | 32.82%-41.6pp |
| Employer contribution / active EE | $2,976 | $3,065-2.9% | $2,921+1.9% | $2,506+18.8% |
| Participant deferral / active EE | $7,529 | $4,840+55.6% | $4,564+65.0% | $4,310+74.7% |
| Admin fee / account holder | $5 | $157-96.7% | $8,445-99.9% | $188-97.2% |