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 | $17,734 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,695 | $59,535+300.9% | $90,160+164.7% | $62,292+283.2% |
| Participation rate | 93.1% | 73.0%+20.1pp | 76.9%+16.3pp | 69.5%+23.6pp |
| Annual return | 16.92% | 23.53%-6.6pp | 34.88%-18.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $10,637 | $1,826+482.6% | $3,318+220.6% | $2,042+420.8% |
| Participant deferral / active EE | $12,296 | $4,639+165.1% | $5,288+132.5% | $3,169+288.0% |
| Admin fee / account holder | $81 | $337-75.8% | $5,943-98.6% | $479-83.0% |