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 | $7,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,255 | $119,446-36.2% | $150,045-49.2% | $85,563-10.9% |
| Participation rate | 95.9% | 75.4%+20.5pp | 82.3%+13.6pp | 66.0%+30.0pp |
| Annual return | 19.41% | 23.72%-4.3pp | 62.55%-43.1pp | 31.51%-12.1pp |
| Employer contribution / active EE | $1,828 | $4,078-55.2% | $4,693-61.1% | $2,654-31.1% |
| Participant deferral / active EE | $6,498 | $7,985-18.6% | $7,997-18.7% | $4,375+48.5% |
| Admin fee / account holder | $13 | $548-97.6% | $13,435-99.9% | $834-98.4% |