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 | $26,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,539 | $61,272+78.8% | $149,673-26.8% | $71,457+53.3% |
| Participation rate | 97.8% | 62.5%+35.3pp | 78.8%+19.0pp | 67.9%+29.9pp |
| Annual return | 19.59% | 35.85%-16.3pp | 134.42%-114.8pp | 28.85%-9.3pp |
| Employer contribution / active EE | $4,081 | $2,378+71.6% | $4,818-15.3% | $2,588+57.7% |
| Participant deferral / active EE | $6,451 | $2,917+121.1% | $5,680+13.6% | $4,289+50.4% |
| Admin fee / account holder | $120 | $1,261-90.5% | $13,210-99.1% | $1,587-92.5% |