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 | $10,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,302 | $79,694-24.3% | $96,139-37.3% | $79,386-24.0% |
| Participation rate | 98.9% | 54.0%+45.0pp | 68.4%+30.5pp | 70.7%+28.2pp |
| Annual return | 16.47% | 40.84%-24.4pp | 191.94%-175.5pp | 116.85%-100.4pp |
| Employer contribution / active EE | $1,329 | $1,443-7.9% | $2,797-52.5% | $2,427-45.2% |
| Participant deferral / active EE | $4,963 | $2,539+95.5% | $4,349+14.1% | $4,046+22.7% |
| Admin fee / account holder | $52 | $630-91.7% | $5,537-99.1% | $626-91.7% |