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 | $58,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,669 | $47,126+96.6% | $149,673-38.1% | $74,419+24.5% |
| Participation rate | 73.9% | 63.4%+10.6pp | 78.8%-4.8pp | 70.7%+3.2pp |
| Annual return | 33.45% | 22.75%+10.7pp | 134.42%-101.0pp | 34.38%-0.9pp |
| Employer contribution / active EE | $3,147 | $1,905+65.2% | $4,818-34.7% | $2,637+19.3% |
| Participant deferral / active EE | $5,045 | $2,728+85.0% | $5,680-11.2% | $4,528+11.4% |
| Admin fee / account holder | $116 | $343-66.2% | $13,210-99.1% | $348-66.7% |