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 | $64,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,749 | $86,897-17.4% | $151,611-52.7% | $64,808+10.7% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.5%+8.6pp | 71.5%+24.6pp |
| Annual return | -0.76% | -3.57%+2.8pp | 3.33%-4.1pp | 32.82%-33.6pp |
| Employer contribution / active EE | $1,968 | $4,010-50.9% | $6,166-68.1% | $2,506-21.5% |
| Participant deferral / active EE | $6,544 | $6,690-2.2% | $8,363-21.8% | $4,310+51.8% |
| Admin fee / account holder | $130 | $153-14.7% | $11,616-98.9% | $188-30.5% |