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 | $12,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,539 | $79,013-17.1% | $100,391-34.7% | $74,495-12.0% |
| Participation rate | 98.6% | 79.5%+19.1pp | 81.5%+17.1pp | 67.2%+31.4pp |
| Annual return | 17.96% | 20.41%-2.4pp | 49.20%-31.2pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $1,758 | $3,021-41.8% | $3,942-55.4% | $2,623-33.0% |
| Participant deferral / active EE | $16,037 | $7,760+106.7% | $8,082+98.4% | $4,346+269.0% |
| Admin fee / account holder | $29 | $1,320-97.8% | $7,899-99.6% | $1,942-98.5% |