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 | $19,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,963 | $77,503-25.2% | $100,391-42.3% | $80,856-28.3% |
| Participation rate | 97.9% | 76.9%+21.0pp | 81.5%+16.5pp | 67.6%+30.3pp |
| Annual return | 17.00% | 37.20%-20.2pp | 49.20%-32.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $5,429 | $2,801+93.8% | $3,942+37.7% | $2,755+97.1% |
| Participant deferral / active EE | $12,430 | $6,820+82.3% | $8,082+53.8% | $4,296+189.4% |
| Admin fee / account holder | $131 | $5,897-97.8% | $7,899-98.3% | $6,918-98.1% |