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 | $34,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,995 | $69,823-14.1% | $77,163-22.2% | $74,419-19.4% |
| Participation rate | 94.4% | 70.0%+24.4pp | 69.6%+24.8pp | 70.7%+23.7pp |
| Annual return | 22.83% | 19.98%+2.9pp | 37.87%-15.0pp | 34.38%-11.5pp |
| Employer contribution / active EE | $2,677 | $2,150+24.5% | $2,535+5.6% | $2,637+1.5% |
| Participant deferral / active EE | $6,553 | $3,558+84.2% | $3,833+70.9% | $4,528+44.7% |
| Admin fee / account holder | $82 | $398-79.3% | $5,472-98.5% | $348-76.3% |