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 | $32,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,012 | $100,923+29.8% | $150,045-12.7% | $74,304+76.3% |
| Participation rate | 96.2% | 70.1%+26.2pp | 82.3%+13.9pp | 60.3%+35.9pp |
| Annual return | 36.66% | 51.77%-15.1pp | 62.55%-25.9pp | 29.43%+7.2pp |
| Employer contribution / active EE | $9,339 | $3,463+169.6% | $4,693+99.0% | $2,241+316.7% |
| Participant deferral / active EE | $18,962 | $6,709+182.6% | $7,997+137.1% | $3,767+403.3% |
| Admin fee / account holder | $111 | $2,767-96.0% | $13,435-99.2% | $2,969-96.3% |