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 | $41,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,018 | $99,078-56.6% | $96,544-55.4% | $74,419-42.2% |
| Participation rate | 91.0% | 80.7%+10.4pp | 76.0%+15.1pp | 70.7%+20.3pp |
| Annual return | 16.51% | 22.48%-6.0pp | 25.84%-9.3pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,035 | $2,570-20.8% | $2,965-31.4% | $2,637-22.8% |
| Participant deferral / active EE | $4,127 | $4,933-16.3% | $4,851-14.9% | $4,528-8.9% |
| Admin fee / account holder | $80 | $225-64.3% | $8,252-99.0% | $348-77.0% |