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 9-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 | $20,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,439 | $86,929-25.9% | $102,423-37.1% | $80,856-20.3% |
| Participation rate | 94.0% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.4pp |
| Annual return | 18.95% | 18.88%+0.1pp | 29.32%-10.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $4,908 | $2,369+107.1% | $3,023+62.3% | $2,755+78.2% |
| Participant deferral / active EE | $11,507 | $4,118+179.4% | $5,053+127.7% | $4,296+167.9% |
| Admin fee / account holder | $188 | $8,049-97.7% | $9,451-98.0% | $6,918-97.3% |