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 10-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 | $50,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,338 | $111,608-23.5% | $177,821-52.0% | $73,409+16.3% |
| Participation rate | 81.5% | 87.9%-6.3pp | 87.7%-6.2pp | 72.2%+9.4pp |
| Annual return | 24.18% | 18.23%+6.0pp | 48.32%-24.1pp | 59.29%-35.1pp |
| Employer contribution / active EE | $3,123 | $3,796-17.7% | $5,918-47.2% | $2,234+39.8% |
| Participant deferral / active EE | $7,209 | $6,199+16.3% | $7,714-6.5% | $3,805+89.4% |
| Admin fee / account holder | $84 | $166-49.1% | $12,427-99.3% | $158-46.6% |