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 | $4,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,564 | $82,202-17.8% | $125,339-46.1% | $64,808+4.3% |
| Participation rate | 83.1% | 77.9%+5.3pp | 82.4%+0.8pp | 71.5%+11.7pp |
| Annual return | -9.14% | 3.48%-12.6pp | 572.05%-581.2pp | 32.82%-42.0pp |
| Employer contribution / active EE | $3,418 | $3,615-5.4% | $4,814-29.0% | $2,506+36.4% |
| Participant deferral / active EE | $8,714 | $7,175+21.5% | $7,446+17.0% | $4,310+102.2% |
| Admin fee / account holder | $10 | $163-93.9% | $10,010-99.9% | $188-94.7% |