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 | $87,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,950 | $47,126-53.4% | $149,673-85.3% | $74,419-70.5% |
| Participation rate | 86.5% | 63.4%+23.1pp | 78.8%+7.8pp | 70.7%+15.8pp |
| Annual return | 19.12% | 22.75%-3.6pp | 134.42%-115.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $998 | $1,905-47.6% | $4,818-79.3% | $2,637-62.2% |
| Participant deferral / active EE | $2,608 | $2,728-4.4% | $5,680-54.1% | $4,528-42.4% |
| Admin fee / account holder | $86 | $343-74.9% | $13,210-99.3% | $348-75.2% |