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 | $2,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,516 | $81,900+28.8% | $119,609-11.8% | $68,494+54.1% |
| Participation rate | 93.8% | 71.9%+21.9pp | 79.3%+14.6pp | 67.9%+25.9pp |
| Annual return | -15.78% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $6,543 | $2,693+142.9% | $4,232+54.6% | $2,596+152.0% |
| Participant deferral / active EE | $8,757 | $4,148+111.1% | $5,602+56.3% | $4,027+117.4% |
| Admin fee / account holder | $22 | $6,582-99.7% | $10,323-99.8% | $5,403-99.6% |