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 | $51,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,307 | $108,719-7.7% | $101,326-1.0% | $85,563+17.2% |
| Participation rate | 94.1% | 80.9%+13.2pp | 81.5%+12.6pp | 66.0%+28.1pp |
| Annual return | 21.49% | 20.95%+0.5pp | 36.82%-15.3pp | 31.51%-10.0pp |
| Employer contribution / active EE | $4,217 | $3,114+35.4% | $3,665+15.0% | $2,654+58.9% |
| Participant deferral / active EE | $16,924 | $8,545+98.1% | $7,994+111.7% | $4,375+286.8% |
| Admin fee / account holder | $59 | $685-91.3% | $11,185-99.5% | $834-92.9% |