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 4-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 | $18,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,586 | $101,317-24.4% | $146,958-47.9% | $74,495+2.8% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.2%+7.7pp | 67.2%+22.6pp |
| Annual return | 15.93% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,425 | $3,810-62.6% | $4,933-71.1% | $2,623-45.7% |
| Participant deferral / active EE | $5,537 | $7,303-24.2% | $8,070-31.4% | $4,346+27.4% |
| Admin fee / account holder | $120 | $1,739-93.1% | $12,998-99.1% | $1,942-93.8% |