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 | $13,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,520 | $55,415+39.9% | $155,509-50.2% | $74,495+4.1% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.2pp | 67.2%+27.2pp |
| Annual return | 17.39% | 268.50%-251.1pp | 64.67%-47.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,730 | $2,267+20.4% | $4,672-41.6% | $2,623+4.1% |
| Participant deferral / active EE | $9,815 | $2,836+246.1% | $5,626+74.5% | $4,346+125.9% |
| Admin fee / account holder | $54 | $1,738-96.9% | $15,912-99.7% | $1,942-97.2% |