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 | $8,268 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,442 | $100,923-45.1% | $150,045-63.0% | $74,304-25.4% |
| Participation rate | 75.3% | 70.1%+5.2pp | 82.3%-7.0pp | 60.3%+15.0pp |
| Annual return | 48.94% | 51.77%-2.8pp | 62.55%-13.6pp | 29.43%+19.5pp |
| Employer contribution / active EE | $3,379 | $3,463-2.4% | $4,693-28.0% | $2,241+50.8% |
| Participant deferral / active EE | $8,097 | $6,709+20.7% | $7,997+1.2% | $3,767+114.9% |
| Admin fee / account holder | $38 | $2,767-98.6% | $13,435-99.7% | $2,969-98.7% |