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 | $49,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,135 | $129,095+6.2% | $184,200-25.6% | $77,671+76.6% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.8%+7.9pp | 70.6%+24.2pp |
| Annual return | 20.90% | 33.29%-12.4pp | 28.80%-7.9pp | 31.21%-10.3pp |
| Employer contribution / active EE | $11,110 | $4,410+151.9% | $6,424+72.9% | $2,726+307.5% |
| Participant deferral / active EE | $15,052 | $7,300+106.2% | $9,132+64.8% | $4,648+223.8% |
| Admin fee / account holder | $128 | $256-50.1% | $13,907-99.1% | $430-70.4% |