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 | $52,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,398 | $112,686-44.6% | $169,993-63.3% | $80,160-22.2% |
| Participation rate | 71.7% | 87.4%-15.7pp | 87.0%-15.3pp | 72.9%-1.2pp |
| Annual return | 22.03% | 67.04%-45.0pp | 53.37%-31.3pp | 40.38%-18.4pp |
| Employer contribution / active EE | $3,016 | $4,481-32.7% | $6,785-55.6% | $2,978+1.3% |
| Participant deferral / active EE | $5,682 | $7,876-27.9% | $10,408-45.4% | $5,017+13.2% |
| Admin fee / account holder | $100 | $99+0.8% | $12,815-99.2% | $145-31.1% |