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 | $4,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,268 | $79,171-36.5% | $102,423-50.9% | $74,495-32.5% |
| Participation rate | 80.2% | 74.8%+5.4pp | 76.5%+3.7pp | 67.2%+13.0pp |
| Annual return | 19.39% | 54.93%-35.5pp | 29.32%-9.9pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $1,344 | $2,362-43.1% | $3,023-55.6% | $2,623-48.8% |
| Participant deferral / active EE | $3,546 | $4,415-19.7% | $5,053-29.8% | $4,346-18.4% |
| Admin fee / account holder | $50 | $2,001-97.5% | $9,451-99.5% | $1,942-97.4% |