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 | $9,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,454 | $100,923-23.3% | $150,045-48.4% | $74,304+4.2% |
| Participation rate | 79.4% | 70.1%+9.3pp | 82.3%-2.9pp | 60.3%+19.0pp |
| Annual return | 20.16% | 51.77%-31.6pp | 62.55%-42.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $1,700 | $3,463-50.9% | $4,693-63.8% | $2,241-24.2% |
| Participant deferral / active EE | $7,929 | $6,709+18.2% | $7,997-0.8% | $3,767+110.5% |
| Admin fee / account holder | $32 | $2,767-98.9% | $13,435-99.8% | $2,969-98.9% |