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 | $4,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,860 | $41,078+330.5% | $80,569+119.5% | $71,457+147.5% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 33.03% | 38.45%-5.4pp | 935.43%-902.4pp | 28.85%+4.2pp |
| Employer contribution / active EE | $20,384 | $1,506+1253.9% | $2,723+648.4% | $2,588+687.8% |
| Participant deferral / active EE | $17,869 | $2,699+562.0% | $4,447+301.8% | $4,289+316.7% |
| Admin fee / account holder | $21 | $1,840-98.8% | $5,377-99.6% | $1,587-98.6% |