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 | $73,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,375 | $30,086-38.9% | $61,373-70.1% | $64,808-71.6% |
| Participation rate | 96.1% | 36.4%+59.7pp | 52.6%+43.5pp | 71.5%+24.6pp |
| Annual return | -17.44% | -13.99%-3.4pp | 338.61%-356.0pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,899 | $536+254.2% | $1,159+63.8% | $2,506-24.2% |
| Participant deferral / active EE | $2,080 | $1,126+84.8% | $2,125-2.1% | $4,310-51.7% |
| Admin fee / account holder | $111 | $148-25.2% | $2,130-94.8% | $188-41.0% |