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 | $5,747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,176 | $86,225+185.5% | $146,665+67.8% | $86,799+183.6% |
| Participation rate | 89.8% | 78.0%+11.8pp | 80.1%+9.7pp | 72.3%+17.5pp |
| Annual return | 16.82% | 31.23%-14.4pp | 22.74%-5.9pp | 97.91%-81.1pp |
| Employer contribution / active EE | $5,462 | $2,392+128.3% | $4,136+32.0% | $2,405+127.1% |
| Participant deferral / active EE | $15,172 | $4,245+257.4% | $5,506+175.6% | $4,131+267.3% |
| Admin fee / account holder | $10 | $195-95.1% | $10,280-99.9% | $170-94.3% |