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 | $7,026 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,624 | $76,050-37.4% | $96,544-50.7% | $71,457-33.4% |
| Participation rate | 85.2% | 74.4%+10.8pp | 76.0%+9.2pp | 67.9%+17.3pp |
| Annual return | 17.52% | 22.81%-5.3pp | 25.84%-8.3pp | 28.85%-11.3pp |
| Employer contribution / active EE | $966 | $2,244-56.9% | $2,965-67.4% | $2,588-62.7% |
| Participant deferral / active EE | $2,950 | $4,215-30.0% | $4,851-39.2% | $4,289-31.2% |
| Admin fee / account holder | $27 | $2,707-99.0% | $8,252-99.7% | $1,587-98.3% |