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 3-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 | $4,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,364 | $40,385+111.4% | $80,569+6.0% | $74,419+14.7% |
| Participation rate | 71.4% | 47.4%+24.0pp | 67.0%+4.4pp | 70.7%+0.7pp |
| Annual return | 22.00% | 164.85%-142.8pp | 935.43%-913.4pp | 34.38%-12.4pp |
| Employer contribution / active EE | $3,472 | $1,496+132.0% | $2,723+27.5% | $2,637+31.6% |
| Participant deferral / active EE | $7,185 | $2,674+168.7% | $4,447+61.6% | $4,528+58.7% |
| Admin fee / account holder | $15 | $720-97.9% | $5,377-99.7% | $348-95.7% |