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 | $119,446+22.2% | $150,045-2.7% | $85,563+70.6% |
| Participation rate | 94.2% | 75.4%+18.8pp | 82.3%+11.9pp | 66.0%+28.3pp |
| Annual return | 25.57% | 23.72%+1.8pp | 62.55%-37.0pp | 31.51%-5.9pp |
| Employer contribution / active EE | $8,516 | $4,078+108.8% | $4,693+81.5% | $2,654+220.9% |
| Participant deferral / active EE | $16,064 | $7,985+101.2% | $7,997+100.9% | $4,375+267.2% |
| Admin fee / account holder | $132 | $548-76.0% | $13,435-99.0% | $834-84.2% |