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 | $7,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,944 | $53,063+95.9% | $70,164+48.1% | $71,457+45.5% |
| Participation rate | 97.2% | 62.1%+35.1pp | 78.8%+18.4pp | 67.9%+29.3pp |
| Annual return | 16.10% | 19.46%-3.4pp | 18.87%-2.8pp | 28.85%-12.7pp |
| Employer contribution / active EE | $9,185 | $3,011+205.1% | $4,287+114.3% | $2,588+255.0% |
| Participant deferral / active EE | $7,850 | $3,291+138.5% | $5,395+45.5% | $4,289+83.0% |
| Admin fee / account holder | $38 | $1,068-96.5% | $4,561-99.2% | $1,587-97.6% |