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 | $8,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,958 | $86,655-43.5% | $119,609-59.1% | $66,914-26.8% |
| Participation rate | 94.4% | 75.6%+18.8pp | 79.3%+15.2pp | 69.8%+24.6pp |
| Annual return | -16.14% | -8.00%-8.1pp | -14.97%-1.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,582 | $2,536+1.8% | $4,232-39.0% | $2,544+1.5% |
| Participant deferral / active EE | $5,197 | $4,358+19.3% | $5,602-7.2% | $4,237+22.7% |
| Admin fee / account holder | $44 | $755-94.2% | $10,323-99.6% | $593-92.6% |