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 | $40,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,493 | $93,182-11.5% | $146,665-43.8% | $79,386+3.9% |
| Participation rate | 97.5% | 76.4%+21.0pp | 80.1%+17.4pp | 70.7%+26.8pp |
| Annual return | 19.78% | 21.61%-1.8pp | 22.74%-3.0pp | 116.85%-97.1pp |
| Employer contribution / active EE | $3,105 | $2,420+28.3% | $4,136-24.9% | $2,427+27.9% |
| Participant deferral / active EE | $8,869 | $4,169+112.7% | $5,506+61.1% | $4,046+119.2% |
| Admin fee / account holder | $118 | $585-79.8% | $10,280-98.8% | $626-81.1% |