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 | $40,739 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,765 | $111,491-10.5% | $189,513-47.4% | $86,799+14.9% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.8%+11.4pp | 72.3%+26.9pp |
| Annual return | 14.63% | 83.50%-68.9pp | 555.15%-540.5pp | 97.91%-83.3pp |
| Employer contribution / active EE | $4,733 | $3,951+19.8% | $6,162-23.2% | $2,405+96.8% |
| Participant deferral / active EE | $4,770 | $6,437-25.9% | $8,221-42.0% | $4,131+15.5% |
| Admin fee / account holder | $65 | $189-65.4% | $12,045-99.5% | $170-61.5% |