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 10-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 | $23,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,370 | $86,891+46.6% | $142,449-10.6% | $75,163+69.5% |
| Participation rate | 89.7% | 68.5%+21.2pp | 76.8%+12.9pp | 67.2%+22.5pp |
| Annual return | 16.62% | 23.31%-6.7pp | 19.99%-3.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $6,688 | $3,355+99.3% | $4,847+38.0% | $2,670+150.5% |
| Participant deferral / active EE | $8,328 | $4,938+68.7% | $6,283+32.5% | $4,125+101.9% |
| Admin fee / account holder | $257 | $7,299-96.5% | $10,011-97.4% | $5,651-95.5% |