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 | $4,728 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,011 | $73,867+21.9% | $143,757-37.4% | $68,494+31.4% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -13.49% | 1.01%-14.5pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,702 | $3,184-46.6% | $4,951-65.6% | $2,596-34.5% |
| Participant deferral / active EE | $6,721 | $3,384+98.6% | $5,637+19.2% | $4,027+66.9% |
| Admin fee / account holder | $45 | $5,755-99.2% | $14,673-99.7% | $5,403-99.2% |