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 | $20,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,590 | $119,446-62.7% | $150,045-70.3% | $85,563-47.9% |
| Participation rate | 82.5% | 75.4%+7.1pp | 82.3%+0.2pp | 66.0%+16.6pp |
| Annual return | 36.85% | 23.72%+13.1pp | 62.55%-25.7pp | 31.51%+5.3pp |
| Employer contribution / active EE | $1,708 | $4,078-58.1% | $4,693-63.6% | $2,654-35.7% |
| Participant deferral / active EE | $3,404 | $7,985-57.4% | $7,997-57.4% | $4,375-22.2% |
| Admin fee / account holder | $91 | $548-83.3% | $13,435-99.3% | $834-89.0% |