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 | $20,195 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,426 | $91,407+53.6% | $135,903+3.3% | $71,457+96.5% |
| Participation rate | 99.5% | 75.7%+23.9pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | 17.91% | 29.90%-12.0pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $8,428 | $3,703+127.6% | $4,856+73.5% | $2,588+225.7% |
| Participant deferral / active EE | $10,080 | $7,092+42.1% | $7,758+29.9% | $4,289+135.0% |
| Admin fee / account holder | $72 | $1,266-94.3% | $10,762-99.3% | $1,587-95.5% |