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 | $7,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,056 | $65,061-46.1% | $143,757-75.6% | $66,914-47.6% |
| Participation rate | 99.3% | 65.2%+34.1pp | 80.3%+19.0pp | 69.8%+29.5pp |
| Annual return | -14.80% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,483 | $2,361-37.2% | $4,951-70.0% | $2,544-41.7% |
| Participant deferral / active EE | $4,119 | $2,919+41.1% | $5,637-26.9% | $4,237-2.8% |
| Admin fee / account holder | $40 | $502-92.0% | $14,673-99.7% | $593-93.2% |