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 | $66,121 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,481 | $56,423+81.6% | $77,163+32.8% | $71,457+43.4% |
| Participation rate | 98.5% | 64.3%+34.2pp | 69.6%+28.9pp | 67.9%+30.6pp |
| Annual return | 21.25% | 19.05%+2.2pp | 37.87%-16.6pp | 28.85%-7.6pp |
| Employer contribution / active EE | $4,291 | $1,866+129.9% | $2,535+69.3% | $2,588+65.8% |
| Participant deferral / active EE | $9,389 | $3,142+198.9% | $3,833+144.9% | $4,289+118.9% |
| Admin fee / account holder | $27 | $1,429-98.1% | $5,472-99.5% | $1,587-98.3% |