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 | $99,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,033 | $108,719-51.2% | $101,326-47.7% | $85,563-38.0% |
| Participation rate | 91.5% | 80.9%+10.6pp | 81.5%+10.0pp | 66.0%+25.6pp |
| Annual return | 19.79% | 20.95%-1.2pp | 36.82%-17.0pp | 31.51%-11.7pp |
| Employer contribution / active EE | $3,325 | $3,114+6.8% | $3,665-9.3% | $2,654+25.3% |
| Participant deferral / active EE | $6,583 | $8,545-23.0% | $7,994-17.7% | $4,375+50.5% |
| Admin fee / account holder | $110 | $685-84.0% | $11,185-99.0% | $834-86.8% |