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 | $7,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,306 | $65,435-36.9% | $86,677-52.3% | $66,914-38.3% |
| Participation rate | 94.8% | 75.5%+19.3pp | 76.6%+18.2pp | 69.8%+25.0pp |
| Annual return | -17.50% | -10.89%-6.6pp | 35.91%-53.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,937 | $2,153-10.1% | $2,836-31.7% | $2,544-23.9% |
| Participant deferral / active EE | $3,126 | $4,100-23.8% | $4,656-32.9% | $4,237-26.2% |
| Admin fee / account holder | $50 | $642-92.1% | $7,493-99.3% | $593-91.5% |