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 | $56,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,550 | $42,901+381.5% | $91,220+126.4% | $64,808+218.7% |
| Participation rate | 95.3% | 68.1%+27.1pp | 73.2%+22.1pp | 71.5%+23.8pp |
| Annual return | -17.23% | -13.53%-3.7pp | 114.01%-131.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $5,124 | $1,571+226.3% | $2,850+79.8% | $2,506+104.5% |
| Participant deferral / active EE | $9,841 | $3,501+181.1% | $4,234+132.5% | $4,310+128.3% |
| Admin fee / account holder | $68 | $131-48.2% | $5,420-98.7% | $188-63.8% |