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 | $5,468 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,237 | $66,528+89.7% | $86,874+45.3% | $86,799+45.4% |
| Participation rate | 91.2% | 72.4%+18.8pp | 71.6%+19.5pp | 72.3%+18.9pp |
| Annual return | 14.78% | 19.56%-4.8pp | 63.52%-48.7pp | 97.91%-83.1pp |
| Employer contribution / active EE | $4,501 | $2,007+124.3% | $2,495+80.4% | $2,405+87.1% |
| Participant deferral / active EE | $8,562 | $3,240+164.3% | $3,699+131.5% | $4,131+107.3% |
| Admin fee / account holder | $16 | $148-89.1% | $5,828-99.7% | $170-90.5% |