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 | $8,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,033 | $91,538-24.6% | $129,995-46.9% | $75,163-8.2% |
| Participation rate | 98.4% | 71.4%+26.9pp | 78.5%+19.9pp | 67.2%+31.2pp |
| Annual return | 21.22% | -631.11%+652.3pp | -137.18%+158.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $3,690 | $2,845+29.7% | $4,320-14.6% | $2,670+38.2% |
| Participant deferral / active EE | $9,738 | $4,341+124.3% | $5,820+67.3% | $4,125+136.1% |
| Admin fee / account holder | $89 | $6,790-98.7% | $10,614-99.2% | $5,651-98.4% |