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 | $6,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,939 | $86,655+34.9% | $119,609-2.2% | $66,914+74.8% |
| Participation rate | 95.3% | 75.6%+19.8pp | 79.3%+16.1pp | 69.8%+25.5pp |
| Annual return | -16.73% | -8.00%-8.7pp | -14.97%-1.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,553 | $2,536-38.7% | $4,232-63.3% | $2,544-38.9% |
| Participant deferral / active EE | $9,002 | $4,358+106.6% | $5,602+60.7% | $4,237+112.5% |
| Admin fee / account holder | $54 | $755-92.9% | $10,323-99.5% | $593-90.9% |