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 | $114,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,132 | $112,686-50.2% | $169,993-67.0% | $80,160-30.0% |
| Participation rate | 83.6% | 87.4%-3.8pp | 87.0%-3.4pp | 72.9%+10.7pp |
| Annual return | 27.46% | 67.04%-39.6pp | 53.37%-25.9pp | 40.38%-12.9pp |
| Employer contribution / active EE | $4,625 | $4,481+3.2% | $6,785-31.8% | $2,978+55.3% |
| Participant deferral / active EE | $7,210 | $7,876-8.5% | $10,408-30.7% | $5,017+43.7% |
| Admin fee / account holder | $73 | $99-26.1% | $12,815-99.4% | $145-49.5% |