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 | $47,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,814 | $66,528-5.6% | $86,874-27.7% | $86,799-27.6% |
| Participation rate | 89.7% | 72.4%+17.4pp | 71.6%+18.1pp | 72.3%+17.4pp |
| Annual return | 17.90% | 19.56%-1.7pp | 63.52%-45.6pp | 97.91%-80.0pp |
| Employer contribution / active EE | $2,402 | $2,007+19.7% | $2,495-3.8% | $2,405-0.1% |
| Participant deferral / active EE | $5,492 | $3,240+69.5% | $3,699+48.5% | $4,131+32.9% |
| Admin fee / account holder | $139 | $148-6.2% | $5,828-97.6% | $170-18.1% |