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 | $36,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,414 | $100,227-4.8% | $169,993-43.9% | $74,419+28.2% |
| Participation rate | 99.5% | 87.3%+12.1pp | 87.0%+12.5pp | 70.7%+28.7pp |
| Annual return | 18.63% | 66.08%-47.5pp | 53.37%-34.7pp | 34.38%-15.8pp |
| Employer contribution / active EE | $5,421 | $4,263+27.2% | $6,785-20.1% | $2,637+105.5% |
| Participant deferral / active EE | $5,530 | $7,143-22.6% | $10,408-46.9% | $4,528+22.1% |
| Admin fee / account holder | $55 | $234-76.7% | $12,815-99.6% | $348-84.3% |