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 | $7,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,848 | $82,978+62.5% | $129,995+3.7% | $71,457+88.7% |
| Participation rate | 94.2% | 74.1%+20.1pp | 78.5%+15.7pp | 67.9%+26.2pp |
| Annual return | 21.08% | 20.60%+0.5pp | -137.18%+158.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $1,545 | $2,622-41.1% | $4,320-64.2% | $2,588-40.3% |
| Participant deferral / active EE | $8,994 | $4,432+102.9% | $5,820+54.5% | $4,289+109.7% |
| Admin fee / account holder | $51 | $1,729-97.0% | $10,614-99.5% | $1,587-96.8% |