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 | $7,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,095 | $82,202-34.2% | $125,339-56.8% | $64,808-16.5% |
| Participation rate | 97.8% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -15.57% | 3.48%-19.0pp | 572.05%-587.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $3,001 | $3,615-17.0% | $4,814-37.7% | $2,506+19.8% |
| Participant deferral / active EE | $8,566 | $7,175+19.4% | $7,446+15.0% | $4,310+98.7% |
| Admin fee / account holder | $26 | $163-84.2% | $10,010-99.7% | $188-86.3% |