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 | $54,972 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,949 | $89,808+42.5% | $100,391+27.5% | $77,643+64.8% |
| Participation rate | 90.6% | 81.2%+9.4pp | 81.5%+9.1pp | 70.6%+20.0pp |
| Annual return | 18.59% | 20.62%-2.0pp | 49.20%-30.6pp | 31.24%-12.6pp |
| Employer contribution / active EE | $5,670 | $3,039+86.6% | $3,942+43.8% | $2,726+108.0% |
| Participant deferral / active EE | $11,923 | $8,284+43.9% | $8,082+47.5% | $4,647+156.6% |
| Admin fee / account holder | $107 | $174-38.5% | $7,899-98.6% | $430-75.1% |