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 | $8,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,243 | $91,517-10.1% | $101,248-18.8% | $73,409+12.0% |
| Participation rate | 95.5% | 73.8%+21.7pp | 75.8%+19.7pp | 72.2%+23.3pp |
| Annual return | 12.13% | 17.17%-5.0pp | 46.47%-34.3pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,739 | $2,877-39.5% | $3,660-52.5% | $2,234-22.1% |
| Participant deferral / active EE | $6,840 | $3,338+104.9% | $4,370+56.5% | $3,805+79.7% |
| Admin fee / account holder | $27 | $216-87.3% | $5,945-99.5% | $158-82.7% |