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 4-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 | $10,743 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,222 | $95,274+83.9% | $135,903+28.9% | $74,419+135.5% |
| Participation rate | 93.5% | 78.2%+15.3pp | 81.9%+11.6pp | 70.7%+22.7pp |
| Annual return | 18.74% | 32.77%-14.0pp | 68.23%-49.5pp | 34.38%-15.6pp |
| Employer contribution / active EE | $3,825 | $3,874-1.3% | $4,856-21.2% | $2,637+45.0% |
| Participant deferral / active EE | $6,234 | $7,782-19.9% | $7,758-19.6% | $4,528+37.7% |
| Admin fee / account holder | $25 | $266-90.4% | $10,762-99.8% | $348-92.7% |