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 | $6,431 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,034 | $61,272-41.2% | $149,673-75.9% | $71,457-49.6% |
| Participation rate | 97.1% | 62.5%+34.6pp | 78.8%+18.4pp | 67.9%+29.2pp |
| Annual return | 14.15% | 35.85%-21.7pp | 134.42%-120.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,570 | $2,378-34.0% | $4,818-67.4% | $2,588-39.3% |
| Participant deferral / active EE | $4,302 | $2,917+47.5% | $5,680-24.3% | $4,289+0.3% |
| Admin fee / account holder | $38 | $1,261-97.0% | $13,210-99.7% | $1,587-97.6% |