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 | $18,489 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,116 | $89,282-40.5% | $94,646-43.9% | $74,419-28.6% |
| Participation rate | 98.4% | 82.4%+16.0pp | 80.8%+17.6pp | 70.7%+27.7pp |
| Annual return | 26.06% | 25.96%+0.1pp | 156.71%-130.7pp | 34.38%-8.3pp |
| Employer contribution / active EE | $1,962 | $3,022-35.1% | $3,672-46.6% | $2,637-25.6% |
| Participant deferral / active EE | $13,958 | $8,425+65.7% | $7,418+88.2% | $4,528+208.2% |
| Admin fee / account holder | $42 | $219-80.8% | $7,231-99.4% | $348-87.9% |