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 | $3,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,907 | $79,013-39.4% | $100,391-52.3% | $74,495-35.7% |
| Participation rate | 87.7% | 79.5%+8.3pp | 81.5%+6.2pp | 67.2%+20.5pp |
| Annual return | 16.16% | 20.41%-4.2pp | 49.20%-33.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $986 | $3,021-67.4% | $3,942-75.0% | $2,623-62.4% |
| Participant deferral / active EE | $4,692 | $7,760-39.5% | $8,082-41.9% | $4,346+8.0% |
| Admin fee / account holder | $43 | $1,320-96.7% | $7,899-99.5% | $1,942-97.8% |