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 | $26,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,653 | $105,181+33.7% | $159,436-11.8% | $85,850+63.8% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.8%+7.0pp | 69.3%+20.5pp |
| Annual return | 22.00% | 45.07%-23.1pp | 263.57%-241.6pp | 318.53%-296.5pp |
| Employer contribution / active EE | $4,901 | $3,318+47.7% | $4,829+1.5% | $2,565+91.1% |
| Participant deferral / active EE | $10,088 | $5,945+69.7% | $7,352+37.2% | $3,952+155.3% |
| Admin fee / account holder | $222 | $6,933-96.8% | $10,799-97.9% | $6,260-96.5% |