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 | $31,796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,000 | $102,553+28.7% | $151,611-12.9% | $66,914+97.3% |
| Participation rate | 97.6% | 85.5%+12.1pp | 87.5%+10.1pp | 69.8%+27.8pp |
| Annual return | -14.32% | -10.82%-3.5pp | 3.33%-17.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $11,471 | $4,180+174.4% | $6,166+86.0% | $2,544+350.9% |
| Participant deferral / active EE | $14,319 | $6,641+115.6% | $8,363+71.2% | $4,237+238.0% |
| Admin fee / account holder | $229 | $630-63.7% | $11,616-98.0% | $593-61.4% |