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 | $76,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,811 | $30,555-25.3% | $80,716-71.7% | $86,799-73.7% |
| Participation rate | 97.6% | 37.2%+60.4pp | 54.2%+43.5pp | 72.3%+25.4pp |
| Annual return | 14.13% | 30.35%-16.2pp | 87.28%-73.1pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,185 | $472+151.0% | $1,160+2.2% | $2,405-50.7% |
| Participant deferral / active EE | $1,971 | $1,050+87.7% | $2,146-8.2% | $4,131-52.3% |
| Admin fee / account holder | $117 | $135-13.6% | $3,380-96.5% | $170-30.9% |