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 8-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 | $70,543 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,248 | $2,679,533-95.9% | $164,813-33.1% | $199,593-44.8% |
| Participation rate | 98.0% | 78.3%+19.7pp | 78.6%+19.4pp | 72.0%+26.0pp |
| Annual return | 14.28% | 17.93%-3.6pp | 69.93%-55.7pp | 34.25%-20.0pp |
| Employer contribution / active EE | $3,867 | $2,970+30.2% | $4,341-10.9% | $3,034+27.5% |
| Participant deferral / active EE | $7,754 | $5,010+54.8% | $6,031+28.6% | $5,087+52.4% |
| Admin fee / account holder | $19 | $1,982-99.0% | $12,690-99.9% | $269-93.0% |