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 | $32,106 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,131 | $80,724+41.4% | $103,333+10.4% | $74,495+53.2% |
| Participation rate | 96.7% | 65.7%+31.0pp | 74.5%+22.2pp | 67.2%+29.5pp |
| Annual return | 14.00% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,644 | $3,157+15.4% | $3,868-5.8% | $2,623+38.9% |
| Participant deferral / active EE | $4,572 | $3,860+18.4% | $5,057-9.6% | $4,346+5.2% |
| Admin fee / account holder | $200 | $2,368-91.5% | $8,355-97.6% | $1,942-89.7% |