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 | $122,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,852 | $106,028+3.6% | $146,958-25.2% | $77,643+41.5% |
| Participation rate | 92.6% | 78.4%+14.2pp | 82.2%+10.4pp | 70.6%+22.0pp |
| Annual return | 15.64% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,210 | $4,063-21.0% | $4,933-34.9% | $2,726+17.7% |
| Participant deferral / active EE | $10,565 | $7,990+32.2% | $8,070+30.9% | $4,647+127.3% |
| Admin fee / account holder | $111 | $337-67.2% | $12,998-99.1% | $430-74.3% |