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 | $32,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,605 | $130,194+33.3% | $169,993+2.1% | $71,457+142.9% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.0%+11.4pp | 67.9%+30.5pp |
| Annual return | 22.02% | 20.37%+1.7pp | 53.37%-31.4pp | 28.85%-6.8pp |
| Employer contribution / active EE | $10,508 | $4,381+139.8% | $6,785+54.9% | $2,588+306.1% |
| Participant deferral / active EE | $14,873 | $6,923+114.8% | $10,408+42.9% | $4,289+246.8% |
| Admin fee / account holder | $230 | $966-76.1% | $12,815-98.2% | $1,587-85.5% |