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 | -$51,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,864 | $78,781+128.3% | $100,516+78.9% | $73,409+145.0% |
| Participation rate | 82.0% | 80.0%+2.0pp | 79.4%+2.6pp | 72.2%+9.9pp |
| Annual return | 15.46% | 31.69%-16.2pp | 30.89%-15.4pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,656 | $2,420-31.6% | $3,418-51.6% | $2,234-25.9% |
| Participant deferral / active EE | $5,833 | $6,537-10.8% | $6,270-7.0% | $3,805+53.3% |
| Admin fee / account holder | -$50 | $145-134.3% | $8,081-100.6% | $158-131.6% |