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 | $13,697 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,330 | $61,052+26.7% | $142,863-45.9% | $79,386-2.6% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.9%+28.1pp | 70.7%+29.3pp |
| Annual return | 13.46% | 16.02%-2.6pp | 5637.54%-5624.1pp | 116.85%-103.4pp |
| Employer contribution / active EE | $2,316 | $1,481+56.4% | $4,144-44.1% | $2,427-4.6% |
| Participant deferral / active EE | $5,458 | $2,879+89.6% | $3,837+42.2% | $4,046+34.9% |
| Admin fee / account holder | $116 | $659-82.3% | $6,560-98.2% | $626-81.4% |