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 | $47,539 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,380 | $84,784-31.1% | $98,439-40.7% | $74,419-21.6% |
| Participation rate | 98.1% | 81.5%+16.6pp | 75.2%+23.0pp | 70.7%+27.4pp |
| Annual return | 17.95% | 20.59%-2.6pp | 21.16%-3.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,341 | $3,364-30.4% | $3,048-23.2% | $2,637-11.2% |
| Participant deferral / active EE | $4,663 | $5,218-10.6% | $4,738-1.6% | $4,528+3.0% |
| Admin fee / account holder | $117 | $204-42.7% | $8,948-98.7% | $348-66.3% |