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 | $124,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,413 | $93,131-45.9% | $106,548-52.7% | $86,799-41.9% |
| Participation rate | 99.6% | 81.4%+18.2pp | 76.1%+23.5pp | 72.3%+27.3pp |
| Annual return | 14.43% | 19.45%-5.0pp | 26.80%-12.4pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,896 | $2,895-34.5% | $2,819-32.7% | $2,405-21.2% |
| Participant deferral / active EE | $6,018 | $4,708+27.8% | $4,398+36.8% | $4,131+45.7% |
| Admin fee / account holder | $122 | $145-15.9% | $7,407-98.4% | $170-28.0% |