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 | $24,377 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,751 | $56,638-6.9% | $169,368-68.9% | $74,419-29.1% |
| Participation rate | 83.3% | 67.5%+15.8pp | 77.1%+6.2pp | 70.7%+12.6pp |
| Annual return | 19.82% | 24.75%-4.9pp | 405.60%-385.8pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,348 | $2,027+15.8% | $4,013-41.5% | $2,637-11.0% |
| Participant deferral / active EE | $4,745 | $4,223+12.4% | $6,221-23.7% | $4,528+4.8% |
| Admin fee / account holder | $44 | $307-85.7% | $9,003-99.5% | $348-87.4% |