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 | $9,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,002 | $52,639-8.8% | $185,117-74.1% | $62,292-22.9% |
| Participation rate | 88.2% | 63.9%+24.3pp | 77.3%+10.9pp | 69.5%+18.7pp |
| Annual return | 18.32% | 19.57%-1.3pp | 40.50%-22.2pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,388 | $1,483-6.4% | $4,182-66.8% | $2,042-32.0% |
| Participant deferral / active EE | $3,521 | $3,097+13.7% | $5,045-30.2% | $3,169+11.1% |
| Admin fee / account holder | $38 | $374-89.8% | $8,159-99.5% | $479-92.1% |