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 | $39,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,335 | $185,342-35.6% | $111,297+7.2% | $86,799+37.5% |
| Participation rate | 95.1% | 81.0%+14.2pp | 77.3%+17.8pp | 72.3%+22.9pp |
| Annual return | 17.13% | 500.80%-483.7pp | 54.65%-37.5pp | 97.91%-80.8pp |
| Employer contribution / active EE | $4,470 | $2,246+99.0% | $2,731+63.7% | $2,405+85.8% |
| Participant deferral / active EE | $8,305 | $4,458+86.3% | $4,487+85.1% | $4,131+101.0% |
| Admin fee / account holder | $50 | $255-80.4% | $7,964-99.4% | $170-70.5% |