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 | $20,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,191 | $59,159+35.6% | $159,960-49.9% | $66,914+19.8% |
| Participation rate | 93.1% | 68.1%+25.0pp | 78.0%+15.1pp | 69.8%+23.3pp |
| Annual return | -14.70% | -12.26%-2.4pp | 408.60%-423.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,782 | $1,983-10.1% | $4,226-57.8% | $2,544-29.9% |
| Participant deferral / active EE | $6,990 | $4,395+59.1% | $6,182+13.1% | $4,237+65.0% |
| Admin fee / account holder | $83 | $591-85.9% | $8,698-99.0% | $593-86.0% |