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 | $98,779 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,765 | $126,111-0.3% | $142,449-11.7% | $80,160+56.9% |
| Participation rate | 97.0% | 87.5%+9.4pp | 76.8%+20.2pp | 72.9%+24.0pp |
| Annual return | 18.03% | 23.39%-5.4pp | 19.99%-2.0pp | 40.38%-22.4pp |
| Employer contribution / active EE | $9,675 | $6,430+50.5% | $4,847+99.6% | $2,978+224.9% |
| Participant deferral / active EE | $8,485 | $7,822+8.5% | $6,283+35.0% | $5,017+69.1% |
| Admin fee / account holder | $81 | $92-12.6% | $10,011-99.2% | $145-44.3% |