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 | $11,743 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,042 | $101,724+89.8% | $164,813+17.1% | $80,856+138.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 23.65% | 16.72%+6.9pp | 69.93%-46.3pp | 35.59%-11.9pp |
| Employer contribution / active EE | $4,896 | $2,953+65.8% | $4,341+12.8% | $2,755+77.7% |
| Participant deferral / active EE | $8,682 | $4,477+93.9% | $6,031+43.9% | $4,296+102.1% |
| Admin fee / account holder | $98 | $8,227-98.8% | $12,690-99.2% | $6,918-98.6% |