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 | $50,851 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,181 | $56,485+15.4% | $185,823-64.9% | $86,799-24.9% |
| Participation rate | 98.0% | 65.5%+32.6pp | 81.7%+16.3pp | 72.3%+25.8pp |
| Annual return | 15.09% | 118.04%-102.9pp | 122.05%-107.0pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,006 | $1,843+8.9% | $5,167-61.2% | $2,405-16.6% |
| Participant deferral / active EE | $6,372 | $2,553+149.6% | $5,568+14.4% | $4,131+54.2% |
| Admin fee / account holder | $133 | $150-10.8% | $16,237-99.2% | $170-21.3% |