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 | $28,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,656 | $55,415+153.8% | $155,509-9.6% | $74,495+88.8% |
| Participation rate | 77.5% | 61.9%+15.6pp | 78.2%-0.7pp | 67.2%+10.3pp |
| Annual return | 15.29% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,105 | $2,267+37.0% | $4,672-33.5% | $2,623+18.4% |
| Participant deferral / active EE | $4,866 | $2,836+71.6% | $5,626-13.5% | $4,346+12.0% |
| Admin fee / account holder | $254 | $1,738-85.4% | $15,912-98.4% | $1,942-86.9% |