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 | $4,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,306 | $77,899+32.6% | $149,673-31.0% | $75,163+37.4% |
| Participation rate | 91.5% | 65.6%+25.9pp | 78.8%+12.7pp | 67.2%+24.3pp |
| Annual return | 18.60% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,878 | $3,137-40.1% | $4,818-61.0% | $2,670-29.6% |
| Participant deferral / active EE | $7,538 | $3,411+121.0% | $5,680+32.7% | $4,125+82.7% |
| Admin fee / account holder | $44 | $5,956-99.3% | $13,210-99.7% | $5,651-99.2% |