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 | $8,123 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,379 | $101,317+76.1% | $146,958+21.4% | $74,495+139.5% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 21.69% | 8730.91%-8709.2pp | 418.34%-396.6pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $9,757 | $3,810+156.1% | $4,933+97.8% | $2,623+272.0% |
| Participant deferral / active EE | $24,812 | $7,303+239.7% | $8,070+207.5% | $4,346+470.9% |
| Admin fee / account holder | $23 | $1,739-98.6% | $12,998-99.8% | $1,942-98.8% |