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 | $21,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,013 | $53,165-4.0% | $86,188-40.8% | $74,419-31.5% |
| Participation rate | 93.4% | 64.9%+28.5pp | 69.0%+24.4pp | 70.7%+22.7pp |
| Annual return | 16.60% | 22.64%-6.0pp | 1168.45%-1151.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $712 | $1,210-41.1% | $2,380-70.1% | $2,637-73.0% |
| Participant deferral / active EE | $5,731 | $3,234+77.2% | $3,985+43.8% | $4,528+26.6% |
| Admin fee / account holder | $82 | $551-85.2% | $6,852-98.8% | $348-76.5% |