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 | $17,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,055 | $86,944+179.6% | $107,525+126.0% | $74,304+227.1% |
| Participation rate | 98.5% | 59.6%+39.0pp | 75.1%+23.4pp | 60.3%+38.2pp |
| Annual return | 15.01% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $3,845 | $2,757+39.5% | $3,754+2.4% | $2,241+71.6% |
| Participant deferral / active EE | $9,747 | $3,554+174.2% | $5,116+90.5% | $3,767+158.7% |
| Admin fee / account holder | $72 | $3,727-98.1% | $8,919-99.2% | $2,969-97.6% |