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 | $34,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,259 | $129,021-20.7% | $184,203-44.5% | $77,643+31.7% |
| Participation rate | 95.8% | 87.3%+8.5pp | 86.8%+9.0pp | 70.6%+25.3pp |
| Annual return | 14.24% | 33.27%-19.0pp | 28.81%-14.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $5,134 | $4,413+16.3% | $6,427-20.1% | $2,726+88.3% |
| Participant deferral / active EE | $5,316 | $7,297-27.2% | $9,131-41.8% | $4,647+14.4% |
| Admin fee / account holder | $50 | $254-80.1% | $13,901-99.6% | $430-88.3% |