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 | $30,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,694 | $49,915+229.9% | $154,803+6.4% | $74,304+121.6% |
| Participation rate | 77.2% | 54.0%+23.2pp | 78.1%-0.9pp | 60.3%+16.8pp |
| Annual return | 17.38% | 34.06%-16.7pp | 58.88%-41.5pp | 29.43%-12.0pp |
| Employer contribution / active EE | $3,150 | $1,611+95.5% | $4,305-26.8% | $2,241+40.6% |
| Participant deferral / active EE | $5,335 | $2,255+136.6% | $5,540-3.7% | $3,767+41.6% |
| Admin fee / account holder | $289 | $2,189-86.8% | $14,329-98.0% | $2,969-90.3% |