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 | $92,137 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,306 | $111,491-10.0% | $189,513-47.1% | $86,799+15.6% |
| Participation rate | 82.4% | 87.3%-4.9pp | 87.8%-5.4pp | 72.3%+10.1pp |
| Annual return | 19.99% | 83.50%-63.5pp | 555.15%-535.2pp | 97.91%-77.9pp |
| Employer contribution / active EE | $3,483 | $3,951-11.8% | $6,162-43.5% | $2,405+44.8% |
| Participant deferral / active EE | $8,370 | $6,437+30.0% | $8,221+1.8% | $4,131+102.6% |
| Admin fee / account holder | $147 | $189-22.0% | $12,045-98.8% | $170-13.2% |