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 | $38,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,742 | $95,274-20.5% | $135,903-44.3% | $74,419+1.8% |
| Participation rate | 90.3% | 78.2%+12.1pp | 81.9%+8.4pp | 70.7%+19.5pp |
| Annual return | 18.96% | 32.77%-13.8pp | 68.23%-49.3pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,457 | $3,874-62.4% | $4,856-70.0% | $2,637-44.8% |
| Participant deferral / active EE | $7,589 | $7,782-2.5% | $7,758-2.2% | $4,528+67.6% |
| Admin fee / account holder | $63 | $266-76.3% | $10,762-99.4% | $348-81.9% |