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 | $3,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,567 | $95,274-29.1% | $135,903-50.3% | $74,419-9.2% |
| Participation rate | 83.7% | 78.2%+5.5pp | 81.9%+1.7pp | 70.7%+12.9pp |
| Annual return | 33.08% | 32.77%+0.3pp | 68.23%-35.2pp | 34.38%-1.3pp |
| Employer contribution / active EE | $3,963 | $3,874+2.3% | $4,856-18.4% | $2,637+50.2% |
| Participant deferral / active EE | $14,971 | $7,782+92.4% | $7,758+93.0% | $4,528+230.6% |
| Admin fee / account holder | $28 | $266-89.4% | $10,762-99.7% | $348-91.9% |