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 | $18,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,735 | $65,435-5.7% | $86,677-28.8% | $66,914-7.7% |
| Participation rate | 94.0% | 75.5%+18.6pp | 76.6%+17.5pp | 69.8%+24.2pp |
| Annual return | -16.60% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,445 | $2,153+13.6% | $2,836-13.8% | $2,544-3.9% |
| Participant deferral / active EE | $4,638 | $4,100+13.1% | $4,656-0.4% | $4,237+9.5% |
| Admin fee / account holder | $124 | $642-80.7% | $7,493-98.3% | $593-79.1% |