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 | $14,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,195 | $76,050-1.1% | $96,544-22.1% | $71,457+5.2% |
| Participation rate | 94.1% | 74.4%+19.7pp | 76.0%+18.1pp | 67.9%+26.2pp |
| Annual return | 20.50% | 22.81%-2.3pp | 25.84%-5.3pp | 28.85%-8.3pp |
| Employer contribution / active EE | $2,698 | $2,244+20.2% | $2,965-9.0% | $2,588+4.3% |
| Participant deferral / active EE | $5,223 | $4,215+23.9% | $4,851+7.7% | $4,289+21.8% |
| Admin fee / account holder | $102 | $2,707-96.2% | $8,252-98.8% | $1,587-93.5% |