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 | $20,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,482 | $109,881+47.9% | $150,045+8.3% | $84,808+91.6% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 16.17% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,460 | $3,561+109.5% | $4,693+59.0% | $2,631+183.5% |
| Participant deferral / active EE | $25,873 | $6,636+289.9% | $7,997+223.5% | $4,212+514.3% |
| Admin fee / account holder | $103 | $8,568-98.8% | $13,435-99.2% | $7,344-98.6% |