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 | $36,342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,566 | $47,722+75.1% | $82,719+1.0% | $64,808+28.9% |
| Participation rate | 99.7% | 67.6%+32.1pp | 72.6%+27.2pp | 71.5%+28.2pp |
| Annual return | -16.36% | -13.05%-3.3pp | 701.18%-717.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $3,413 | $2,179+56.6% | $3,009+13.4% | $2,506+36.2% |
| Participant deferral / active EE | $5,425 | $3,329+62.9% | $4,395+23.4% | $4,310+25.9% |
| Admin fee / account holder | $71 | $143-50.7% | $5,329-98.7% | $188-62.4% |