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 | $4,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,785 | $84,936-6.1% | $111,297-28.3% | $79,386+0.5% |
| Participation rate | 90.7% | 75.9%+14.8pp | 77.3%+13.4pp | 70.7%+20.0pp |
| Annual return | 14.18% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,329 | $1,979-32.8% | $2,731-51.3% | $2,427-45.2% |
| Participant deferral / active EE | $3,881 | $3,888-0.2% | $4,487-13.5% | $4,046-4.1% |
| Admin fee / account holder | $23 | $537-95.6% | $7,964-99.7% | $626-96.3% |