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 | $45,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,469 | $56,423+138.3% | $77,163+74.3% | $71,457+88.2% |
| Participation rate | 90.8% | 64.3%+26.5pp | 69.6%+21.2pp | 67.9%+22.9pp |
| Annual return | 19.74% | 19.05%+0.7pp | 37.87%-18.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $4,943 | $1,866+164.9% | $2,535+95.0% | $2,588+91.0% |
| Participant deferral / active EE | $9,611 | $3,142+205.9% | $3,833+150.7% | $4,289+124.1% |
| Admin fee / account holder | $143 | $1,429-90.0% | $5,472-97.4% | $1,587-91.0% |