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 | $30,299 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,598 | $72,254-35.5% | $86,677-46.2% | $64,808-28.1% |
| Participation rate | 91.8% | 80.4%+11.4pp | 76.6%+15.2pp | 71.5%+20.3pp |
| Annual return | -12.74% | 392.42%-405.2pp | 35.91%-48.6pp | 32.82%-45.6pp |
| Employer contribution / active EE | $1,457 | $2,393-39.1% | $2,836-48.6% | $2,506-41.9% |
| Participant deferral / active EE | $3,556 | $4,658-23.7% | $4,656-23.6% | $4,310-17.5% |
| Admin fee / account holder | $82 | $174-52.8% | $7,493-98.9% | $188-56.3% |