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 | $97,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,541 | $108,592-1.0% | $129,110-16.7% | $77,904+38.0% |
| Participation rate | 93.9% | 84.8%+9.1pp | 77.3%+16.6pp | 73.7%+20.2pp |
| Annual return | -15.66% | -13.72%-1.9pp | -10.94%-4.7pp | 12.21%-27.9pp |
| Employer contribution / active EE | $4,950 | $5,713-13.4% | $5,052-2.0% | $2,848+73.8% |
| Participant deferral / active EE | $7,900 | $7,051+12.0% | $6,542+20.8% | $4,806+64.4% |
| Admin fee / account holder | $81 | $91-10.9% | $14,302-99.4% | $133-38.6% |