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 6-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 | $19,707 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,308 | $79,013+1.6% | $100,391-20.0% | $74,495+7.8% |
| Participation rate | 97.4% | 79.5%+17.9pp | 81.5%+15.9pp | 67.2%+30.2pp |
| Annual return | 24.65% | 20.41%+4.2pp | 49.20%-24.6pp | 1364.94%-1340.3pp |
| Employer contribution / active EE | $9,199 | $3,021+204.5% | $3,942+133.4% | $2,623+250.7% |
| Participant deferral / active EE | $16,299 | $7,760+110.0% | $8,082+101.7% | $4,346+275.1% |
| Admin fee / account holder | $131 | $1,320-90.1% | $7,899-98.3% | $1,942-93.3% |