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 | $26,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,617 | $69,823+45.5% | $77,163+31.7% | $74,419+36.5% |
| Participation rate | 92.7% | 70.0%+22.7pp | 69.6%+23.1pp | 70.7%+22.0pp |
| Annual return | 20.94% | 19.98%+1.0pp | 37.87%-16.9pp | 34.38%-13.4pp |
| Employer contribution / active EE | $1,760 | $2,150-18.2% | $2,535-30.6% | $2,637-33.3% |
| Participant deferral / active EE | $5,013 | $3,558+40.9% | $3,833+30.8% | $4,528+10.7% |
| Admin fee / account holder | $45 | $398-88.8% | $5,472-99.2% | $348-87.2% |