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 | $48,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,952 | $110,483+32.1% | $145,433+0.4% | $79,634+83.3% |
| Participation rate | 94.2% | 71.1%+23.1pp | 82.1%+12.1pp | 62.5%+31.7pp |
| Annual return | 25.57% | 24.62%+0.9pp | 66.58%-41.0pp | 36.46%-10.9pp |
| Employer contribution / active EE | $8,516 | $4,053+110.1% | $4,554+87.0% | $2,529+236.7% |
| Participant deferral / active EE | $16,064 | $7,216+122.6% | $7,897+103.4% | $3,835+318.9% |
| Admin fee / account holder | $132 | $680-80.7% | $13,129-99.0% | $1,002-86.9% |