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 | $81,248+71.7% | $155,509-10.3% | $80,856+72.6% |
| Participation rate | 95.5% | 66.2%+29.2pp | 78.2%+17.3pp | 67.6%+27.8pp |
| Annual return | 13.07% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $13,719 | $3,100+342.5% | $4,672+193.6% | $2,755+398.0% |
| Participant deferral / active EE | $22,511 | $3,452+552.2% | $5,626+300.1% | $4,296+424.0% |
| Admin fee / account holder | $251 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |