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 | $39,827 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,019 | $106,110-10.5% | $147,005-35.4% | $77,671+22.3% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 19.12% | 56.77%-37.7pp | 418.76%-399.6pp | 31.21%-12.1pp |
| Employer contribution / active EE | $3,804 | $4,065-6.4% | $4,934-22.9% | $2,726+39.5% |
| Participant deferral / active EE | $17,420 | $7,992+118.0% | $8,070+115.9% | $4,648+274.8% |
| Admin fee / account holder | $63 | $338-81.3% | $13,006-99.5% | $430-85.3% |