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 | $32,351 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,117 | $78,483+8.5% | $106,201-19.9% | $74,546+14.2% |
| Participation rate | 99.1% | 72.8%+26.3pp | 75.3%+23.8pp | 67.2%+31.9pp |
| Annual return | 16.62% | 15.94%+0.7pp | 116.26%-99.6pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $8,546 | $2,522+238.9% | $3,170+169.6% | $2,624+225.6% |
| Participant deferral / active EE | $12,158 | $4,320+181.4% | $5,012+142.6% | $4,347+179.7% |
| Admin fee / account holder | $128 | $2,236-94.3% | $11,039-98.8% | $1,944-93.4% |