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 | $36,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,090 | $72,254-50.1% | $86,677-58.4% | $64,808-44.3% |
| Participation rate | 88.6% | 80.4%+8.1pp | 76.6%+12.0pp | 71.5%+17.1pp |
| Annual return | -16.64% | 392.42%-409.1pp | 35.91%-52.5pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,709 | $2,393-28.6% | $2,836-39.8% | $2,506-31.8% |
| Participant deferral / active EE | $3,826 | $4,658-17.9% | $4,656-17.8% | $4,310-11.2% |
| Admin fee / account holder | $70 | $174-59.7% | $7,493-99.1% | $188-62.7% |