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 5-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 | $15,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,214 | $79,013+33.2% | $100,391+4.8% | $74,495+41.2% |
| Participation rate | 95.4% | 79.5%+15.9pp | 81.5%+13.9pp | 67.2%+28.2pp |
| Annual return | 16.61% | 20.41%-3.8pp | 49.20%-32.6pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $3,642 | $3,021+20.5% | $3,942-7.6% | $2,623+38.8% |
| Participant deferral / active EE | $13,322 | $7,760+71.7% | $8,082+64.8% | $4,346+206.5% |
| Admin fee / account holder | $116 | $1,320-91.2% | $7,899-98.5% | $1,942-94.0% |