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 | $4,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,928 | $58,264+32.0% | $86,612-11.2% | $71,457+7.7% |
| Participation rate | 95.8% | 65.0%+30.8pp | 71.7%+24.1pp | 67.9%+27.9pp |
| Annual return | 17.15% | 21.63%-4.5pp | 591.07%-573.9pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,741 | $2,574+6.5% | $3,022-9.3% | $2,588+5.9% |
| Participant deferral / active EE | $6,362 | $3,436+85.2% | $4,438+43.4% | $4,289+48.4% |
| Admin fee / account holder | $17 | $1,057-98.4% | $5,614-99.7% | $1,587-98.9% |