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 | $10,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,825 | $86,655+56.7% | $119,609+13.6% | $66,914+103.0% |
| Participation rate | 99.1% | 75.6%+23.5pp | 79.3%+19.8pp | 69.8%+29.3pp |
| Annual return | -11.79% | -8.00%-3.8pp | -14.97%+3.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $8,295 | $2,536+227.1% | $4,232+96.0% | $2,544+226.0% |
| Participant deferral / active EE | $7,518 | $4,358+72.5% | $5,602+34.2% | $4,237+77.4% |
| Admin fee / account holder | $83 | $755-89.0% | $10,323-99.2% | $593-86.0% |