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 | $634,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,672 | $119,153+97.0% | $151,611+54.8% | $78,044+200.7% |
| Participation rate | 96.7% | 92.5%+4.2pp | 87.5%+9.2pp | 74.4%+22.2pp |
| Annual return | -16.62% | -10.83%-5.8pp | 3.33%-19.9pp | 10.87%-27.5pp |
| Employer contribution / active EE | $6,581 | $5,298+24.2% | $6,166+6.7% | $3,125+110.6% |
| Participant deferral / active EE | $16,538 | $8,624+91.8% | $8,363+97.7% | $5,084+225.3% |
| Admin fee / account holder | $46 | $69-33.6% | $11,616-99.6% | $79-42.2% |