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 | $40,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,314 | $79,124+77.3% | $60,874+130.5% | $64,808+116.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -12.78% | -7.13%-5.7pp | 16.90%-29.7pp | 32.82%-45.6pp |
| Employer contribution / active EE | $6,826 | $3,050+123.8% | $2,701+152.7% | $2,506+172.4% |
| Participant deferral / active EE | $4,778 | $3,725+28.3% | $3,817+25.2% | $4,310+10.9% |
| Admin fee / account holder | $26 | $106-75.7% | $3,224-99.2% | $188-86.3% |