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 35-0145825 | Loan Processing | $87,818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,880 | $59,584+62.6% | $86,874+11.5% | $79,386+22.0% |
| Participation rate | 92.2% | 67.7%+24.5pp | 71.6%+20.5pp | 70.7%+21.5pp |
| Annual return | 17.16% | 23.15%-6.0pp | 63.52%-46.4pp | 116.85%-99.7pp |
| Employer contribution / active EE | $4,482 | $1,768+153.6% | $2,495+79.6% | $2,427+84.7% |
| Participant deferral / active EE | $9,732 | $3,036+220.5% | $3,699+163.1% | $4,046+140.6% |
| Admin fee / account holder | $29 | $604-95.2% | $5,828-99.5% | $626-95.4% |