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 | $5,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,101 | $76,050-36.8% | $96,544-50.2% | $71,457-32.7% |
| Participation rate | 96.8% | 74.4%+22.3pp | 76.0%+20.8pp | 67.9%+28.8pp |
| Annual return | 16.69% | 22.81%-6.1pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,226 | $2,244-0.8% | $2,965-24.9% | $2,588-14.0% |
| Participant deferral / active EE | $3,499 | $4,215-17.0% | $4,851-27.9% | $4,289-18.4% |
| Admin fee / account holder | $42 | $2,707-98.4% | $8,252-99.5% | $1,587-97.3% |