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 5-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 | $4,613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,655 | $100,801-37.8% | $149,696-58.1% | $73,409-14.6% |
| Participation rate | 86.3% | 77.7%+8.6pp | 82.5%+3.8pp | 72.2%+14.1pp |
| Annual return | 19.92% | 265.34%-245.4pp | 276.60%-256.7pp | 59.29%-39.4pp |
| Employer contribution / active EE | $3,773 | $3,312+13.9% | $4,644-18.8% | $2,234+68.9% |
| Participant deferral / active EE | $8,441 | $6,404+31.8% | $6,842+23.4% | $3,805+121.8% |
| Admin fee / account holder | $11 | $181-94.0% | $9,309-99.9% | $158-93.1% |