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 | $10,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,835 | $72,137+30.1% | $142,449-34.1% | $71,457+31.3% |
| Participation rate | 94.6% | 71.7%+22.9pp | 76.8%+17.8pp | 67.9%+26.7pp |
| Annual return | 18.95% | 21.15%-2.2pp | 19.99%-1.0pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,625 | $3,793-4.4% | $4,847-25.2% | $2,588+40.1% |
| Participant deferral / active EE | $4,400 | $5,280-16.7% | $6,283-30.0% | $4,289+2.6% |
| Admin fee / account holder | $116 | $1,433-91.9% | $10,011-98.8% | $1,587-92.7% |