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 | $10,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,121 | $92,055-17.3% | $106,213-28.3% | $77,643-2.0% |
| Participation rate | 97.2% | 81.0%+16.2pp | 75.3%+21.9pp | 70.6%+26.7pp |
| Annual return | 15.74% | 17.91%-2.2pp | 116.14%-100.4pp | 31.24%-15.5pp |
| Employer contribution / active EE | $6,041 | $3,367+79.4% | $3,171+90.5% | $2,726+121.6% |
| Participant deferral / active EE | $8,573 | $5,386+59.2% | $5,016+70.9% | $4,647+84.5% |
| Admin fee / account holder | $21 | $219-90.5% | $11,033-99.8% | $430-95.1% |