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 9-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 | $63,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,972 | $104,317-49.2% | $159,436-66.8% | $86,799-39.0% |
| Participation rate | 89.4% | 77.7%+11.7pp | 82.8%+6.6pp | 72.3%+17.1pp |
| Annual return | 29.63% | 26.32%+3.3pp | 263.57%-233.9pp | 97.91%-68.3pp |
| Employer contribution / active EE | $2,167 | $3,451-37.2% | $4,829-55.1% | $2,405-9.9% |
| Participant deferral / active EE | $7,024 | $6,837+2.7% | $7,352-4.5% | $4,131+70.0% |
| Admin fee / account holder | $132 | $172-23.4% | $10,799-98.8% | $170-22.1% |