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 8-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 | $23,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,261 | $65,435-43.1% | $86,677-57.0% | $66,914-44.3% |
| Participation rate | 97.4% | 75.5%+22.0pp | 76.6%+20.9pp | 69.8%+27.6pp |
| Annual return | -15.10% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,357 | $2,153+9.5% | $2,836-16.9% | $2,544-7.3% |
| Participant deferral / active EE | $6,769 | $4,100+65.1% | $4,656+45.4% | $4,237+59.8% |
| Admin fee / account holder | $110 | $642-82.9% | $7,493-98.5% | $593-81.5% |