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 | $4,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,649 | $88,890+30.1% | $102,423+12.9% | $77,643+48.9% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.5%+17.8pp | 70.6%+23.7pp |
| Annual return | 14.76% | 24.98%-10.2pp | 29.32%-14.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,219 | $2,698-17.8% | $3,023-26.6% | $2,726-18.6% |
| Participant deferral / active EE | $7,352 | $5,145+42.9% | $5,053+45.5% | $4,647+58.2% |
| Admin fee / account holder | $14 | $235-94.2% | $9,451-99.9% | $430-96.8% |