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 | $25,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,733 | $58,778+142.8% | $129,207+10.5% | $77,643+83.8% |
| Participation rate | 97.5% | 59.2%+38.2pp | 69.6%+27.8pp | 70.6%+26.9pp |
| Annual return | 14.42% | 24.73%-10.3pp | 9417.33%-9402.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $11,387 | $1,952+483.3% | $4,153+174.2% | $2,726+317.7% |
| Participant deferral / active EE | $10,083 | $3,212+213.9% | $4,168+141.9% | $4,647+117.0% |
| Admin fee / account holder | $116 | $589-80.4% | $7,715-98.5% | $430-73.1% |