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 | $3,963 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,077 | $73,638+91.6% | $95,952+47.0% | $73,488+92.0% |
| Participation rate | 97.5% | 76.2%+21.3pp | 77.1%+20.4pp | 70.7%+26.8pp |
| Annual return | 17.30% | 16.78%+0.5pp | 91.61%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,319 | $1,863+24.5% | $2,541-8.7% | $2,270+2.1% |
| Participant deferral / active EE | $4,150 | $3,617+14.8% | $4,167-0.4% | $3,740+11.0% |
| Admin fee / account holder | $15 | $482-96.8% | $6,795-99.8% | $513-97.0% |