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 | $37,179 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,975 | $76,050+126.1% | $96,544+78.1% | $71,457+140.7% |
| Participation rate | 98.7% | 74.4%+24.3pp | 76.0%+22.8pp | 67.9%+30.8pp |
| Annual return | 18.72% | 22.81%-4.1pp | 25.84%-7.1pp | 28.85%-10.1pp |
| Employer contribution / active EE | $5,490 | $2,244+144.6% | $2,965+85.2% | $2,588+112.2% |
| Participant deferral / active EE | $10,212 | $4,215+142.3% | $4,851+110.5% | $4,289+138.1% |
| Admin fee / account holder | $197 | $2,707-92.7% | $8,252-97.6% | $1,587-87.6% |