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 5-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 | $71,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,058 | $106,236-70.8% | $112,228-72.3% | $64,808-52.1% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.1%+23.6pp | 71.5%+27.2pp |
| Annual return | -15.24% | -6.02%-9.2pp | 27.45%-42.7pp | 32.82%-48.1pp |
| Employer contribution / active EE | $3,032 | $3,166-4.2% | $3,635-16.6% | $2,506+21.0% |
| Participant deferral / active EE | $5,941 | $3,785+57.0% | $4,728+25.7% | $4,310+37.8% |
| Admin fee / account holder | $107 | $452-76.4% | $6,410-98.3% | $188-43.3% |