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 | $42,617 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,852 | $83,884+122.7% | $64,056+191.7% | $74,419+151.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 15.45% | 16.57%-1.1pp | 33.69%-18.2pp | 34.38%-18.9pp |
| Employer contribution / active EE | $9,037 | $3,084+193.1% | $2,747+229.0% | $2,637+242.7% |
| Participant deferral / active EE | $6,404 | $3,692+73.5% | $3,880+65.0% | $4,528+41.4% |
| Admin fee / account holder | $32 | $196-83.6% | $3,068-99.0% | $348-90.7% |