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 3-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 | $273,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,379 | $84,000-15.0% | $119,609-40.3% | $77,904-8.4% |
| Participation rate | 95.1% | 77.8%+17.2pp | 79.3%+15.8pp | 73.7%+21.4pp |
| Annual return | -15.42% | -11.59%-3.8pp | -14.97%-0.4pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,929 | $2,907-33.6% | $4,232-54.4% | $2,848-32.2% |
| Participant deferral / active EE | $6,392 | $4,705+35.9% | $5,602+14.1% | $4,806+33.0% |
| Admin fee / account holder | $60 | $116-48.1% | $10,323-99.4% | $133-54.7% |