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 | $32,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,858 | $84,556+12.2% | $116,228-18.4% | $74,304+27.7% |
| Participation rate | 98.6% | 66.0%+32.6pp | 74.6%+24.1pp | 60.3%+38.3pp |
| Annual return | 19.33% | 18.35%+1.0pp | 90.06%-70.7pp | 29.43%-10.1pp |
| Employer contribution / active EE | $8,998 | $2,168+315.1% | $2,994+200.5% | $2,241+301.5% |
| Participant deferral / active EE | $12,618 | $3,814+230.8% | $4,953+154.7% | $3,767+234.9% |
| Admin fee / account holder | $111 | $3,792-97.1% | $11,989-99.1% | $2,969-96.3% |