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 | $80,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,410 | $50,199+58.2% | $70,092+13.3% | $66,914+18.7% |
| Participation rate | 95.6% | 66.3%+29.3pp | 70.5%+25.1pp | 69.8%+25.8pp |
| Annual return | -14.71% | -13.85%-0.9pp | 190.73%-205.4pp | 1.58%-16.3pp |
| Employer contribution / active EE | $4,502 | $1,864+141.5% | $2,559+76.0% | $2,544+77.0% |
| Participant deferral / active EE | $9,127 | $3,112+193.3% | $3,849+137.1% | $4,237+115.4% |
| Admin fee / account holder | $26 | $600-95.7% | $6,267-99.6% | $593-95.6% |