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 | $16,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,322 | $70,606+146.9% | $53,898+223.4% | $142,382+22.4% |
| Participation rate | 95.0% | 63.7%+31.3pp | 55.0%+40.0pp | 80.1%+14.9pp |
| Annual return | 15.16% | 619.81%-604.7pp | 528.60%-513.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $9,626 | $1,202+700.8% | $932+932.8% | $4,299+123.9% |
| Participant deferral / active EE | $18,892 | $2,364+699.2% | $1,826+934.5% | $6,507+190.3% |
| Admin fee / account holder | $284 | $2,852-90.0% | $2,491-88.6% | $12,624-97.7% |