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 | $71,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,970 | $93,131-9.8% | $106,548-21.2% | $86,799-3.3% |
| Participation rate | 95.4% | 81.4%+14.0pp | 76.1%+19.3pp | 72.3%+23.2pp |
| Annual return | 15.39% | 19.45%-4.1pp | 26.80%-11.4pp | 97.91%-82.5pp |
| Employer contribution / active EE | $3,990 | $2,895+37.8% | $2,819+41.5% | $2,405+65.9% |
| Participant deferral / active EE | $13,641 | $4,708+189.7% | $4,398+210.2% | $4,131+230.2% |
| Admin fee / account holder | $181 | $145+24.5% | $7,407-97.6% | $170+6.5% |