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 | $10,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,266 | $44,960+76.3% | $84,966-6.7% | $74,495+6.4% |
| Participation rate | 72.6% | 49.4%+23.2pp | 67.5%+5.1pp | 67.2%+5.4pp |
| Annual return | 18.17% | 26.24%-8.1pp | 66.38%-48.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,449 | $1,457-0.6% | $2,727-46.9% | $2,623-44.8% |
| Participant deferral / active EE | $6,779 | $2,731+148.2% | $4,519+50.0% | $4,346+56.0% |
| Admin fee / account holder | $101 | $2,209-95.4% | $6,149-98.4% | $1,942-94.8% |