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 | $53,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,469 | $85,135-17.2% | $98,907-28.8% | $73,409-4.0% |
| Participation rate | 98.5% | 81.1%+17.4pp | 76.0%+22.5pp | 72.2%+26.4pp |
| Annual return | 18.07% | 19.14%-1.1pp | 196.43%-178.4pp | 59.29%-41.2pp |
| Employer contribution / active EE | $3,411 | $2,721+25.4% | $2,689+26.9% | $2,234+52.7% |
| Participant deferral / active EE | $11,500 | $4,349+164.4% | $4,244+171.0% | $3,805+202.2% |
| Admin fee / account holder | $138 | $139-0.7% | $6,642-97.9% | $158-12.4% |