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 | $13,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,104 | $65,435+94.2% | $86,677+46.6% | $66,914+90.0% |
| Participation rate | 95.2% | 75.5%+19.7pp | 76.6%+18.6pp | 69.8%+25.4pp |
| Annual return | -17.96% | -10.89%-7.1pp | 35.91%-53.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,466 | $2,153+61.0% | $2,836+22.2% | $2,544+36.2% |
| Participant deferral / active EE | $7,171 | $4,100+74.9% | $4,656+54.0% | $4,237+69.2% |
| Admin fee / account holder | $92 | $642-85.6% | $7,493-98.8% | $593-84.4% |