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 | $13,246 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,971 | $45,602+31.5% | $117,472-48.9% | $66,914-10.4% |
| Participation rate | 93.5% | 57.6%+35.9pp | 70.6%+22.9pp | 69.8%+23.7pp |
| Annual return | -16.88% | -16.74%-0.1pp | 29.74%-46.6pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,012 | $1,579+27.4% | $4,176-51.8% | $2,544-20.9% |
| Participant deferral / active EE | $4,632 | $2,845+62.8% | $4,070+13.8% | $4,237+9.3% |
| Admin fee / account holder | $97 | $661-85.3% | $5,645-98.3% | $593-83.6% |