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 6-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 | $62,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,119 | $91,762-35.6% | $67,502-12.4% | $77,643-23.9% |
| Participation rate | 98.7% | 75.9%+22.8pp | 72.9%+25.8pp | 70.6%+28.1pp |
| Annual return | 82.60% | 14.87%+67.7pp | 3512.12%-3429.5pp | 31.24%+51.4pp |
| Employer contribution / active EE | $4,067 | $3,181+27.8% | $2,731+48.9% | $2,726+49.2% |
| Participant deferral / active EE | $12,221 | $3,903+213.1% | $4,000+205.5% | $4,647+163.0% |
| Admin fee / account holder | $58 | $176-67.0% | $3,998-98.5% | $430-86.5% |