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 | $6,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,284 | $65,435-27.7% | $86,677-45.4% | $66,914-29.3% |
| Participation rate | 90.2% | 75.5%+14.8pp | 76.6%+13.7pp | 69.8%+20.4pp |
| Annual return | -16.90% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,568 | $2,153-27.2% | $2,836-44.7% | $2,544-38.4% |
| Participant deferral / active EE | $2,547 | $4,100-37.9% | $4,656-45.3% | $4,237-39.9% |
| Admin fee / account holder | $55 | $642-91.5% | $7,493-99.3% | $593-90.8% |