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 | $32,843 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,006 | $81,625-4.4% | $167,512-53.4% | $74,304+5.0% |
| Participation rate | 75.9% | 60.0%+15.8pp | 77.1%-1.2pp | 60.3%+15.5pp |
| Annual return | 15.41% | 26.09%-10.7pp | 1615.79%-1600.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,965 | $2,010+47.5% | $3,882-23.6% | $2,241+32.3% |
| Participant deferral / active EE | $6,321 | $4,115+53.6% | $6,405-1.3% | $3,767+67.8% |
| Admin fee / account holder | $231 | $3,474-93.3% | $9,769-97.6% | $2,969-92.2% |