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 | $38,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,558 | $52,208+86.9% | $86,612+12.6% | $74,419+31.1% |
| Participation rate | 99.7% | 66.3%+33.4pp | 71.7%+28.0pp | 70.7%+29.0pp |
| Annual return | 17.56% | 44.46%-26.9pp | 591.07%-573.5pp | 34.38%-16.8pp |
| Employer contribution / active EE | $3,566 | $2,282+56.3% | $3,022+18.0% | $2,637+35.2% |
| Participant deferral / active EE | $5,566 | $3,383+64.5% | $4,438+25.4% | $4,528+22.9% |
| Admin fee / account holder | $77 | $319-76.0% | $5,614-98.6% | $348-78.0% |