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 | $25,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,454 | $64,612+207.1% | $86,436+129.6% | $64,808+206.2% |
| Participation rate | 93.9% | 81.5%+12.4pp | 80.3%+13.6pp | 71.5%+22.4pp |
| Annual return | 4.40% | 0.66%+3.7pp | 4394.89%-4390.5pp | 32.82%-28.4pp |
| Employer contribution / active EE | $11,908 | $2,744+333.9% | $3,769+216.0% | $2,506+375.2% |
| Participant deferral / active EE | $7,930 | $7,497+5.8% | $6,952+14.1% | $4,310+84.0% |
| Admin fee / account holder | $31 | $169-81.6% | $6,731-99.5% | $188-83.4% |