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 | $50,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,190 | $50,820+258.5% | $155,567+17.1% | $77,671+134.6% |
| Participation rate | 75.2% | 63.1%+12.1pp | 78.2%-3.0pp | 70.6%+4.6pp |
| Annual return | 15.80% | 34.85%-19.0pp | 64.74%-48.9pp | 31.21%-15.4pp |
| Employer contribution / active EE | $4,246 | $1,993+113.1% | $4,674-9.2% | $2,726+55.7% |
| Participant deferral / active EE | $6,000 | $2,823+112.6% | $5,628+6.6% | $4,648+29.1% |
| Admin fee / account holder | $86 | $436-80.2% | $15,916-99.5% | $430-79.9% |