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 | $57,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,289 | $95,274-34.6% | $135,903-54.2% | $74,419-16.3% |
| Participation rate | 81.6% | 78.2%+3.5pp | 81.9%-0.3pp | 70.7%+10.9pp |
| Annual return | 28.51% | 32.77%-4.3pp | 68.23%-39.7pp | 34.38%-5.9pp |
| Employer contribution / active EE | $3,189 | $3,874-17.7% | $4,856-34.3% | $2,637+20.9% |
| Participant deferral / active EE | $7,486 | $7,782-3.8% | $7,758-3.5% | $4,528+65.3% |
| Admin fee / account holder | $148 | $266-44.5% | $10,762-98.6% | $348-57.6% |