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 | $9,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,944 | $48,576-1.3% | $169,463-71.7% | $56,287-14.8% |
| Participation rate | 89.8% | 65.8%+24.0pp | 77.8%+12.0pp | 69.9%+20.0pp |
| Annual return | -6.13% | -2.51%-3.6pp | 1.83%-8.0pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,565 | $1,559+0.4% | $4,159-62.4% | $2,111-25.9% |
| Participant deferral / active EE | $4,114 | $3,275+25.6% | $5,277-22.0% | $3,350+22.8% |
| Admin fee / account holder | $38 | $435-91.2% | $9,109-99.6% | $521-92.7% |