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 | $16,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,669 | $47,126+96.6% | $149,673-38.1% | $74,419+24.5% |
| Participation rate | 96.3% | 63.4%+32.9pp | 78.8%+17.5pp | 70.7%+25.5pp |
| Annual return | 16.31% | 22.75%-6.4pp | 134.42%-118.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $2,833 | $1,905+48.7% | $4,818-41.2% | $2,637+7.4% |
| Participant deferral / active EE | $5,615 | $2,728+105.8% | $5,680-1.1% | $4,528+24.0% |
| Admin fee / account holder | $50 | $343-85.6% | $13,210-99.6% | $348-85.8% |