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 | $2,313 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,044 | $46,745+32.7% | $60,547+2.5% | $52,331+18.6% |
| Participation rate | 96.0% | 58.6%+37.4pp | 68.0%+28.0pp | 68.1%+27.9pp |
| Annual return | 1.61% | 0.61%+1.0pp | 335.64%-334.0pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,708 | $1,259+35.7% | $2,419-29.4% | $1,882-9.2% |
| Participant deferral / active EE | $4,670 | $2,145+117.7% | $3,328+40.3% | $3,022+54.5% |
| Admin fee / account holder | $28 | $537-94.8% | $4,536-99.4% | $592-95.3% |