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 | $101,499+75.7% | $147,005+21.3% | $74,546+139.3% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 21.69% | 8732.34%-8710.7pp | 418.76%-397.1pp | 1366.03%-1344.3pp |
| Employer contribution / active EE | $9,757 | $3,811+156.0% | $4,934+97.7% | $2,624+271.8% |
| Participant deferral / active EE | $24,812 | $7,304+239.7% | $8,070+207.5% | $4,347+470.7% |
| Admin fee / account holder | $23 | $1,748-98.7% | $13,006-99.8% | $1,944-98.8% |