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 | $33,353 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,209 | $55,415+225.2% | $155,509+15.9% | $74,495+141.9% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 13.28% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $7,560 | $2,267+233.5% | $4,672+61.8% | $2,623+188.2% |
| Participant deferral / active EE | $5,902 | $2,836+108.1% | $5,626+4.9% | $4,346+35.8% |
| Admin fee / account holder | $182 | $1,738-89.5% | $15,912-98.9% | $1,942-90.6% |