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 35-0145825 | Loan Processing | $52,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,778 | $79,171+45.0% | $102,423+12.1% | $74,495+54.1% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 11.58% | 54.93%-43.4pp | 29.32%-17.7pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $3,060 | $2,362+29.5% | $3,023+1.2% | $2,623+16.7% |
| Participant deferral / active EE | $4,821 | $4,415+9.2% | $5,053-4.6% | $4,346+10.9% |
| Admin fee / account holder | $6 | $2,001-99.7% | $9,451-99.9% | $1,942-99.7% |