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 | $6,141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,478 | $78,419+169.7% | $133,956+57.9% | $73,409+188.1% |
| Participation rate | 79.6% | 78.6%+1.0pp | 79.8%-0.2pp | 72.2%+7.4pp |
| Annual return | 23.23% | 33.35%-10.1pp | 45.09%-21.9pp | 59.29%-36.1pp |
| Employer contribution / active EE | $6,294 | $2,044+208.0% | $3,919+60.6% | $2,234+181.8% |
| Participant deferral / active EE | $12,958 | $3,925+230.1% | $5,048+156.7% | $3,805+240.5% |
| Admin fee / account holder | $10 | $161-93.7% | $8,927-99.9% | $158-93.6% |