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 | $16,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,846 | $101,317-7.4% | $146,958-36.1% | $74,495+26.0% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 23.89% | 8730.91%-8707.0pp | 418.34%-394.4pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $7,053 | $3,810+85.1% | $4,933+43.0% | $2,623+168.9% |
| Participant deferral / active EE | $26,366 | $7,303+261.0% | $8,070+226.7% | $4,346+506.7% |
| Admin fee / account holder | $66 | $1,739-96.2% | $12,998-99.5% | $1,942-96.6% |