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 | $19,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,837 | $86,897-13.9% | $151,611-50.6% | $64,808+15.5% |
| Participation rate | 80.1% | 87.3%-7.2pp | 87.5%-7.4pp | 71.5%+8.6pp |
| Annual return | -16.07% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,401 | $4,010-15.2% | $6,166-44.8% | $2,506+35.7% |
| Participant deferral / active EE | $4,708 | $6,690-29.6% | $8,363-43.7% | $4,310+9.2% |
| Admin fee / account holder | $27 | $153-82.4% | $11,616-99.8% | $188-85.7% |