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 | $4,963 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,763 | $87,870+22.6% | $113,168-4.8% | $74,304+45.0% |
| Participation rate | 96.1% | 70.7%+25.3pp | 76.6%+19.5pp | 60.3%+35.7pp |
| Annual return | 13.12% | 26.44%-13.3pp | 24.27%-11.1pp | 29.43%-16.3pp |
| Employer contribution / active EE | $3,164 | $2,277+39.0% | $2,975+6.4% | $2,241+41.2% |
| Participant deferral / active EE | $8,709 | $4,241+105.4% | $5,107+70.5% | $3,767+131.2% |
| Admin fee / account holder | $31 | $3,368-99.1% | $12,068-99.7% | $2,969-99.0% |