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 | $30,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,995 | $76,670+43.5% | $96,683+13.8% | $71,457+53.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 16.78% | 48.29%-31.5pp | 35.69%-18.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,405 | $3,031-20.7% | $3,737-35.6% | $2,588-7.0% |
| Participant deferral / active EE | $5,062 | $3,771+34.2% | $4,878+3.8% | $4,289+18.0% |
| Admin fee / account holder | $199 | $2,028-90.2% | $6,730-97.0% | $1,587-87.4% |