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 | -$40,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,694 | $59,417+157.0% | $93,606+63.1% | $74,495+105.0% |
| Participation rate | 90.5% | 59.7%+30.8pp | 68.7%+21.8pp | 67.2%+23.3pp |
| Annual return | 14.98% | 81.83%-66.9pp | 133.20%-118.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,087 | $1,264-13.9% | $2,420-55.1% | $2,623-58.5% |
| Participant deferral / active EE | $9,614 | $3,050+215.2% | $4,411+117.9% | $4,346+121.2% |
| Admin fee / account holder | -$232 | $3,021-107.7% | $8,285-102.8% | $1,942-111.9% |