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 | $31,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,827 | $89,808+133.6% | $100,391+109.0% | $77,643+170.2% |
| Participation rate | 94.1% | 81.2%+12.9pp | 81.5%+12.6pp | 70.6%+23.5pp |
| Annual return | 19.98% | 20.62%-0.6pp | 49.20%-29.2pp | 31.24%-11.3pp |
| Employer contribution / active EE | $4,381 | $3,039+44.2% | $3,942+11.1% | $2,726+60.7% |
| Participant deferral / active EE | $7,542 | $8,284-9.0% | $8,082-6.7% | $4,647+62.3% |
| Admin fee / account holder | $36 | $174-79.2% | $7,899-99.5% | $430-91.6% |