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 5-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 | $8,126 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,330 | $61,156+95.1% | $185,823-35.8% | $79,386+50.3% |
| Participation rate | 96.9% | 66.6%+30.3pp | 81.7%+15.2pp | 70.7%+26.2pp |
| Annual return | 109.42% | 19.45%+90.0pp | 122.05%-12.6pp | 116.85%-7.4pp |
| Employer contribution / active EE | $5,189 | $2,321+123.6% | $5,167+0.4% | $2,427+113.8% |
| Participant deferral / active EE | $4,762 | $2,789+70.8% | $5,568-14.5% | $4,046+17.7% |
| Admin fee / account holder | $32 | $710-95.4% | $16,237-99.8% | $626-94.8% |