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 8-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 | $27,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,540 | $81,233+71.8% | $155,567-10.3% | $80,874+72.5% |
| Participation rate | 95.5% | 66.2%+29.2pp | 78.2%+17.3pp | 67.6%+27.8pp |
| Annual return | 13.07% | 33.33%-20.3pp | 64.74%-51.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $13,719 | $3,101+342.4% | $4,674+193.5% | $2,756+397.8% |
| Participant deferral / active EE | $22,511 | $3,452+552.1% | $5,628+300.0% | $4,297+423.9% |
| Admin fee / account holder | $251 | $7,998-96.9% | $15,916-98.4% | $6,935-96.4% |