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 | $17,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,026 | $56,503+61.1% | $70,092+29.9% | $64,808+40.5% |
| Participation rate | 91.5% | 70.5%+21.0pp | 70.5%+21.0pp | 71.5%+20.0pp |
| Annual return | -17.19% | -13.44%-3.8pp | 190.73%-207.9pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,440 | $2,046-29.6% | $2,559-43.7% | $2,506-42.5% |
| Participant deferral / active EE | $4,458 | $3,389+31.5% | $3,849+15.8% | $4,310+3.4% |
| Admin fee / account holder | $30 | $160-81.4% | $6,267-99.5% | $188-84.2% |