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 7-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 | $54,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,819 | $61,156+82.8% | $185,823-39.8% | $79,386+40.9% |
| Participation rate | 98.3% | 66.6%+31.7pp | 81.7%+16.6pp | 70.7%+27.6pp |
| Annual return | 14.08% | 19.45%-5.4pp | 122.05%-108.0pp | 116.85%-102.8pp |
| Employer contribution / active EE | $3,593 | $2,321+54.9% | $5,167-30.5% | $2,427+48.0% |
| Participant deferral / active EE | $6,136 | $2,789+120.0% | $5,568+10.2% | $4,046+51.7% |
| Admin fee / account holder | $245 | $710-65.5% | $16,237-98.5% | $626-61.0% |