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 7-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 | $8,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,451 | $79,171-45.1% | $102,423-57.6% | $74,495-41.7% |
| Participation rate | 86.5% | 74.8%+11.7pp | 76.5%+10.0pp | 67.2%+19.3pp |
| Annual return | 16.03% | 54.93%-38.9pp | 29.32%-13.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,304 | $2,362-44.8% | $3,023-56.9% | $2,623-50.3% |
| Participant deferral / active EE | $5,216 | $4,415+18.1% | $5,053+3.2% | $4,346+20.0% |
| Admin fee / account holder | $38 | $2,001-98.1% | $9,451-99.6% | $1,942-98.0% |