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 | $7,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,312 | $101,317-23.7% | $146,958-47.4% | $74,495+3.8% |
| Participation rate | 82.1% | 75.5%+6.6pp | 82.2%0pp | 67.2%+14.9pp |
| Annual return | 17.39% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,722 | $3,810-28.6% | $4,933-44.8% | $2,623+3.8% |
| Participant deferral / active EE | $11,644 | $7,303+59.4% | $8,070+44.3% | $4,346+167.9% |
| Admin fee / account holder | $59 | $1,739-96.6% | $12,998-99.5% | $1,942-97.0% |