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 | $2,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,574 | $50,458-11.7% | $159,960-72.1% | $64,808-31.2% |
| Participation rate | 81.4% | 68.0%+13.3pp | 78.0%+3.4pp | 71.5%+9.9pp |
| Annual return | -15.43% | -13.42%-2.0pp | 408.60%-424.0pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,217 | $1,722+28.7% | $4,226-47.5% | $2,506-11.5% |
| Participant deferral / active EE | $4,464 | $4,004+11.5% | $6,182-27.8% | $4,310+3.6% |
| Admin fee / account holder | $5 | $706-99.3% | $8,698-99.9% | $188-97.5% |