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 | $47,436 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,015 | $71,516+35.7% | $98,439-1.4% | $71,457+35.8% |
| Participation rate | 97.9% | 72.7%+25.2pp | 75.2%+22.8pp | 67.9%+30.0pp |
| Annual return | 21.90% | 32.41%-10.5pp | 21.16%+0.7pp | 28.85%-6.9pp |
| Employer contribution / active EE | $4,515 | $2,399+88.2% | $3,048+48.1% | $2,588+74.5% |
| Participant deferral / active EE | $18,396 | $4,109+347.7% | $4,738+288.3% | $4,289+328.9% |
| Admin fee / account holder | $125 | $1,675-92.5% | $8,948-98.6% | $1,587-92.1% |