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 | $74,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,157 | $26,114-19.0% | $58,482-63.8% | $74,419-71.6% |
| Participation rate | 98.1% | 32.1%+66.0pp | 50.9%+47.2pp | 70.7%+27.3pp |
| Annual return | 18.12% | 32.51%-14.4pp | 4239.32%-4221.2pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,000 | $536+273.5% | $1,053+89.9% | $2,637-24.2% |
| Participant deferral / active EE | $2,157 | $1,075+100.7% | $1,924+12.1% | $4,528-52.4% |
| Admin fee / account holder | $102 | $649-84.3% | $2,516-95.9% | $348-70.7% |