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 | $6,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,588 | $76,050+15.2% | $96,544-9.3% | $71,457+22.6% |
| Participation rate | 87.9% | 74.4%+13.5pp | 76.0%+12.0pp | 67.9%+20.0pp |
| Annual return | 18.01% | 22.81%-4.8pp | 25.84%-7.8pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,199 | $2,244-46.6% | $2,965-59.6% | $2,588-53.7% |
| Participant deferral / active EE | $3,586 | $4,215-14.9% | $4,851-26.1% | $4,289-16.4% |
| Admin fee / account holder | $34 | $2,707-98.7% | $8,252-99.6% | $1,587-97.9% |