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 35-0145825 | Loan Processing | $28,967 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,433 | $95,416-24.1% | $185,823-61.0% | $85,850-15.6% |
| Participation rate | 79.7% | 68.8%+10.9pp | 81.7%-2.0pp | 69.3%+10.3pp |
| Annual return | 11.61% | 23.59%-12.0pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,224 | $3,314-63.1% | $5,167-76.3% | $2,565-52.3% |
| Participant deferral / active EE | $1,735 | $3,423-49.3% | $5,568-68.8% | $3,952-56.1% |
| Admin fee / account holder | $3 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |