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 | $3,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,057 | $130,194+0.7% | $169,993-22.9% | $71,457+83.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 24.39% | 20.37%+4.0pp | 53.37%-29.0pp | 28.85%-4.5pp |
| Employer contribution / active EE | $5,502 | $4,381+25.6% | $6,785-18.9% | $2,588+112.6% |
| Participant deferral / active EE | $4,880 | $6,923-29.5% | $10,408-53.1% | $4,289+13.8% |
| Admin fee / account holder | $30 | $966-96.9% | $12,815-99.8% | $1,587-98.1% |