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 | $15,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,410 | $52,525-47.8% | $117,472-76.7% | $77,904-64.8% |
| Participation rate | 95.6% | 61.6%+34.1pp | 70.6%+25.0pp | 73.7%+22.0pp |
| Annual return | -16.61% | -13.76%-2.9pp | 29.74%-46.4pp | 12.21%-28.8pp |
| Employer contribution / active EE | $1,886 | $2,166-12.9% | $4,176-54.8% | $2,848-33.8% |
| Participant deferral / active EE | $3,765 | $3,087+22.0% | $4,070-7.5% | $4,806-21.7% |
| Admin fee / account holder | $9 | $99-91.2% | $5,645-99.8% | $133-93.4% |