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 | $60,052 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,900 | $69,823-35.7% | $77,163-41.8% | $74,419-39.7% |
| Participation rate | 88.0% | 70.0%+17.9pp | 69.6%+18.4pp | 70.7%+17.2pp |
| Annual return | 20.01% | 19.98%0pp | 37.87%-17.9pp | 34.38%-14.4pp |
| Employer contribution / active EE | $3,729 | $2,150+73.4% | $2,535+47.1% | $2,637+41.4% |
| Participant deferral / active EE | $7,243 | $3,558+103.6% | $3,833+89.0% | $4,528+60.0% |
| Admin fee / account holder | $79 | $398-80.1% | $5,472-98.6% | $348-77.3% |