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 8-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 | $147,728 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,262 | $110,282-14.5% | $102,438-8.0% | $199,768-52.8% |
| Participation rate | 96.6% | 86.3%+10.4pp | 76.5%+20.1pp | 72.0%+24.6pp |
| Annual return | 24.60% | 35.75%-11.2pp | 29.37%-4.8pp | 34.26%-9.7pp |
| Employer contribution / active EE | $3,461 | $3,603-3.9% | $3,024+14.5% | $3,037+14.0% |
| Participant deferral / active EE | $8,227 | $6,376+29.0% | $5,054+62.8% | $5,090+61.6% |
| Admin fee / account holder | $79 | $122-35.0% | $9,448-99.2% | $269-70.5% |