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 | $50,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,771 | $46,292-3.3% | $143,757-68.9% | $64,808-30.9% |
| Participation rate | 79.3% | 64.2%+15.1pp | 80.3%-1.0pp | 71.5%+7.8pp |
| Annual return | -17.08% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,374 | $1,910-28.1% | $4,951-72.3% | $2,506-45.2% |
| Participant deferral / active EE | $2,447 | $2,646-7.5% | $5,637-56.6% | $4,310-43.2% |
| Admin fee / account holder | $33 | $154-78.5% | $14,673-99.8% | $188-82.4% |