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 | $7,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,880 | $64,480-2.5% | $81,382-22.7% | $80,856-22.2% |
| Participation rate | 72.9% | 63.9%+9.1pp | 69.5%+3.5pp | 67.6%+5.3pp |
| Annual return | 16.47% | 16.34%+0.1pp | 24.73%-8.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,227 | $1,978+63.1% | $2,463+31.0% | $2,755+17.1% |
| Participant deferral / active EE | $6,871 | $3,094+122.1% | $3,883+77.0% | $4,296+60.0% |
| Admin fee / account holder | $54 | $5,671-99.1% | $5,768-99.1% | $6,918-99.2% |