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 7-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 | $104,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,413 | $95,918-54.7% | $151,611-71.4% | $77,904-44.3% |
| Participation rate | 82.8% | 88.7%-6.0pp | 87.5%-4.7pp | 73.7%+9.1pp |
| Annual return | -12.47% | -5.50%-7.0pp | 3.33%-15.8pp | 12.21%-24.7pp |
| Employer contribution / active EE | $4,216 | $4,330-2.6% | $6,166-31.6% | $2,848+48.1% |
| Participant deferral / active EE | $6,552 | $7,508-12.7% | $8,363-21.7% | $4,806+36.3% |
| Admin fee / account holder | $77 | $93-17.3% | $11,616-99.3% | $133-41.8% |