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 | $32,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,565 | $104,475+89.1% | $159,436+23.9% | $79,386+148.9% |
| Participation rate | 95.2% | 76.6%+18.5pp | 82.8%+12.3pp | 70.7%+24.5pp |
| Annual return | 21.69% | 67.95%-46.3pp | 263.57%-241.9pp | 116.85%-95.2pp |
| Employer contribution / active EE | $6,895 | $3,417+101.8% | $4,829+42.8% | $2,427+184.1% |
| Participant deferral / active EE | $11,028 | $6,467+70.5% | $7,352+50.0% | $4,046+172.6% |
| Admin fee / account holder | $234 | $711-67.0% | $10,799-97.8% | $626-62.6% |