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 | $33,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,504 | $50,982-61.7% | $154,803-87.4% | $85,563-77.2% |
| Participation rate | 81.0% | 59.8%+21.2pp | 78.1%+2.9pp | 66.0%+15.0pp |
| Annual return | 15.41% | 30.35%-14.9pp | 58.88%-43.5pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,996 | $1,708+16.9% | $4,305-53.6% | $2,654-24.8% |
| Participant deferral / active EE | $1,664 | $2,474-32.8% | $5,540-70.0% | $4,375-62.0% |
| Admin fee / account holder | $91 | $846-89.3% | $14,329-99.4% | $834-89.1% |