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 | $10,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,834 | $100,923-21.9% | $150,045-47.5% | $74,304+6.1% |
| Participation rate | 73.3% | 70.1%+3.3pp | 82.3%-9.0pp | 60.3%+13.0pp |
| Annual return | 24.50% | 51.77%-27.3pp | 62.55%-38.0pp | 29.43%-4.9pp |
| Employer contribution / active EE | $2,898 | $3,463-16.3% | $4,693-38.2% | $2,241+29.3% |
| Participant deferral / active EE | $6,834 | $6,709+1.8% | $7,997-14.6% | $3,767+81.4% |
| Admin fee / account holder | $70 | $2,767-97.5% | $13,435-99.5% | $2,969-97.7% |