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 | $12,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,036 | $55,636+16.9% | $81,983-20.7% | $73,488-11.5% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 12.42% | 19.07%-6.6pp | 41.31%-28.9pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,325 | $1,625+43.1% | $2,498-6.9% | $2,270+2.4% |
| Participant deferral / active EE | $5,396 | $2,762+95.4% | $3,722+45.0% | $3,740+44.3% |
| Admin fee / account holder | $78 | $493-84.2% | $5,664-98.6% | $513-84.8% |