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 | $27,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,057 | $44,897+214.2% | $84,966+66.0% | $199,593-29.3% |
| Participation rate | 97.2% | 45.7%+51.5pp | 67.5%+29.7pp | 72.0%+25.3pp |
| Annual return | 16.23% | 20.96%-4.7pp | 66.38%-50.2pp | 34.25%-18.0pp |
| Employer contribution / active EE | $9,770 | $1,365+615.6% | $2,727+258.3% | $3,034+222.0% |
| Participant deferral / active EE | $10,759 | $2,668+303.3% | $4,519+138.1% | $5,087+111.5% |
| Admin fee / account holder | $18 | $584-97.0% | $6,149-99.7% | $269-93.4% |