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 | $8,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,294 | $45,283-24.3% | $155,790-78.0% | $52,331-34.5% |
| Participation rate | 78.6% | 62.2%+16.4pp | 76.1%+2.5pp | 68.1%+10.5pp |
| Annual return | -0.25% | 1.80%-2.1pp | 71.54%-71.8pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,172 | $1,329-11.8% | $3,836-69.5% | $1,882-37.7% |
| Participant deferral / active EE | $2,707 | $2,854-5.2% | $4,797-43.6% | $3,022-10.4% |
| Admin fee / account holder | $34 | $981-96.5% | $7,478-99.5% | $592-94.2% |