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 7-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 | $95,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,224 | $82,2020% | $125,339-34.4% | $64,808+26.9% |
| Participation rate | 92.3% | 77.9%+14.4pp | 82.4%+9.9pp | 71.5%+20.8pp |
| Annual return | -9.56% | 3.48%-13.0pp | 572.05%-581.6pp | 32.82%-42.4pp |
| Employer contribution / active EE | $2,828 | $3,615-21.8% | $4,814-41.3% | $2,506+12.9% |
| Participant deferral / active EE | $9,494 | $7,175+32.3% | $7,446+27.5% | $4,310+120.3% |
| Admin fee / account holder | $89 | $163-45.4% | $10,010-99.1% | $188-52.6% |