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 | $58,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,508 | $62,723+37.9% | $142,863-39.4% | $86,799-0.3% |
| Participation rate | 87.8% | 62.6%+25.3pp | 71.9%+15.9pp | 72.3%+15.6pp |
| Annual return | 16.76% | 17.62%-0.9pp | 5637.54%-5620.8pp | 97.91%-81.1pp |
| Employer contribution / active EE | $4,285 | $1,627+163.4% | $4,144+3.4% | $2,405+78.2% |
| Participant deferral / active EE | $7,016 | $3,039+130.9% | $3,837+82.9% | $4,131+69.9% |
| Admin fee / account holder | $110 | $140-21.5% | $6,560-98.3% | $170-35.4% |