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 8-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 | $9,176 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,769 | $60,323+216.2% | $81,812+133.2% | $74,495+156.1% |
| Participation rate | 84.8% | 62.9%+22.0pp | 72.3%+12.5pp | 67.2%+17.6pp |
| Annual return | 16.49% | 16.90%-0.4pp | 773.79%-757.3pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $4,555 | $2,620+73.8% | $2,912+56.4% | $2,623+73.7% |
| Participant deferral / active EE | $4,291 | $3,387+26.7% | $4,319-0.6% | $4,346-1.3% |
| Admin fee / account holder | $78 | $1,486-94.7% | $7,386-98.9% | $1,942-96.0% |