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 | $30,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,350 | $101,317+51.4% | $146,958+4.3% | $74,495+105.9% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 20.18% | 8730.91%-8710.7pp | 418.34%-398.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $7,535 | $3,810+97.8% | $4,933+52.8% | $2,623+187.3% |
| Participant deferral / active EE | $10,664 | $7,303+46.0% | $8,070+32.1% | $4,346+145.4% |
| Admin fee / account holder | $138 | $1,739-92.1% | $12,998-98.9% | $1,942-92.9% |