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 | $5,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,227 | $90,745+18.2% | $130,231-17.7% | $75,163+42.7% |
| Participation rate | 81.9% | 71.1%+10.9pp | 76.3%+5.6pp | 67.2%+14.7pp |
| Annual return | 19.22% | 34.45%-15.2pp | 38.77%-19.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,665 | $3,314+10.6% | $4,126-11.2% | $2,670+37.3% |
| Participant deferral / active EE | $7,081 | $5,362+32.1% | $6,799+4.2% | $4,125+71.7% |
| Admin fee / account holder | $76 | $6,331-98.8% | $6,020-98.7% | $5,651-98.7% |