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 | $18,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,719 | $61,272-62.9% | $149,673-84.8% | $71,457-68.2% |
| Participation rate | 89.6% | 62.5%+27.1pp | 78.8%+10.8pp | 67.9%+21.7pp |
| Annual return | 18.53% | 35.85%-17.3pp | 134.42%-115.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,224 | $2,378-6.5% | $4,818-53.8% | $2,588-14.0% |
| Participant deferral / active EE | $4,160 | $2,917+42.6% | $5,680-26.8% | $4,289-3.0% |
| Admin fee / account holder | $72 | $1,261-94.3% | $13,210-99.5% | $1,587-95.5% |