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 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Loan Processing | $18,093 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,683 | $65,061-34.4% | $143,757-70.3% | $66,914-36.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.25% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,325 | $2,361+40.8% | $4,951-32.8% | $2,544+30.7% |
| Participant deferral / active EE | $4,230 | $2,919+44.9% | $5,637-25.0% | $4,237-0.2% |
| Admin fee / account holder | $63 | $502-87.5% | $14,673-99.6% | $593-89.4% |