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 | $8,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,530 | $59,159+12.5% | $159,960-58.4% | $66,914-0.6% |
| Participation rate | 93.7% | 68.1%+25.6pp | 78.0%+15.7pp | 69.8%+23.9pp |
| Annual return | -16.43% | -12.26%-4.2pp | 408.60%-425.0pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,963 | $1,983-1.0% | $4,226-53.6% | $2,544-22.9% |
| Participant deferral / active EE | $5,076 | $4,395+15.5% | $6,182-17.9% | $4,237+19.8% |
| Admin fee / account holder | $34 | $591-94.2% | $8,698-99.6% | $593-94.2% |