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 6-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 | $53,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,419 | $92,055-25.7% | $106,213-35.6% | $77,643-11.9% |
| Participation rate | 80.1% | 81.0%-0.9pp | 75.3%+4.8pp | 70.6%+9.5pp |
| Annual return | 20.67% | 17.91%+2.8pp | 116.14%-95.5pp | 31.24%-10.6pp |
| Employer contribution / active EE | $3,128 | $3,367-7.1% | $3,171-1.4% | $2,726+14.7% |
| Participant deferral / active EE | $7,168 | $5,386+33.1% | $5,016+42.9% | $4,647+54.2% |
| Admin fee / account holder | $142 | $219-35.1% | $11,033-98.7% | $430-67.0% |