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 9-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 | $3,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,050 | $49,451+94.2% | $79,550+20.7% | $66,914+43.5% |
| Participation rate | 87.6% | 61.3%+26.3pp | 69.5%+18.1pp | 69.8%+17.8pp |
| Annual return | -17.59% | 84.25%-101.8pp | 0.16%-17.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $784 | $1,266-38.1% | $2,413-67.5% | $2,544-69.2% |
| Participant deferral / active EE | $6,468 | $3,159+104.8% | $3,985+62.3% | $4,237+52.7% |
| Admin fee / account holder | $63 | $595-89.4% | $6,832-99.1% | $593-89.4% |