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 | $11,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,292 | $106,028+72.9% | $146,958+24.7% | $77,643+136.1% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 14.95% | 56.73%-41.8pp | 418.34%-403.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,997 | $4,063-1.6% | $4,933-19.0% | $2,726+46.6% |
| Participant deferral / active EE | $6,349 | $7,990-20.5% | $8,070-21.3% | $4,647+36.6% |
| Admin fee / account holder | $32 | $337-90.5% | $12,998-99.8% | $430-92.6% |