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 | $101,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,495 | $46,292-60.0% | $143,757-87.1% | $64,808-71.5% |
| Participation rate | 86.7% | 64.2%+22.5pp | 80.3%+6.4pp | 71.5%+15.2pp |
| Annual return | -17.12% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $926 | $1,910-51.5% | $4,951-81.3% | $2,506-63.0% |
| Participant deferral / active EE | $2,452 | $2,646-7.3% | $5,637-56.5% | $4,310-43.1% |
| Admin fee / account holder | $102 | $154-33.6% | $14,673-99.3% | $188-45.6% |