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 7-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 | $120,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,694 | $122,693-22.8% | $184,203-48.6% | $199,593-52.6% |
| Participation rate | 72.3% | 86.8%-14.5pp | 86.8%-14.5pp | 72.0%+0.4pp |
| Annual return | 23.91% | 143.91%-120.0pp | 28.81%-4.9pp | 34.25%-10.3pp |
| Employer contribution / active EE | $2,321 | $4,584-49.4% | $6,427-63.9% | $3,034-23.5% |
| Participant deferral / active EE | $7,294 | $7,990-8.7% | $9,131-20.1% | $5,087+43.4% |
| Admin fee / account holder | $61 | $121-49.4% | $13,901-99.6% | $269-77.3% |