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 | $19,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,814 | $56,485+90.9% | $185,823-42.0% | $86,799+24.2% |
| Participation rate | 80.5% | 65.5%+15.0pp | 81.7%-1.2pp | 72.3%+8.2pp |
| Annual return | 14.77% | 118.04%-103.3pp | 122.05%-107.3pp | 97.91%-83.1pp |
| Employer contribution / active EE | $3,321 | $1,843+80.2% | $5,167-35.7% | $2,405+38.1% |
| Participant deferral / active EE | $5,730 | $2,553+124.4% | $5,568+2.9% | $4,131+38.7% |
| Admin fee / account holder | $56 | $150-62.4% | $16,237-99.7% | $170-66.9% |