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 | $36,436 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,911 | $50,815+102.5% | $155,509-33.8% | $77,643+32.5% |
| Participation rate | 89.5% | 63.1%+26.4pp | 78.2%+11.4pp | 70.6%+19.0pp |
| Annual return | 12.23% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,745 | $1,993+37.7% | $4,672-41.3% | $2,726+0.7% |
| Participant deferral / active EE | $5,624 | $2,822+99.3% | $5,6260% | $4,647+21.0% |
| Admin fee / account holder | $105 | $437-75.9% | $15,912-99.3% | $430-75.6% |