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 | $88,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,330 | $48,592+242.3% | $185,823-10.5% | $90,288+84.2% |
| Participation rate | 96.2% | 66.2%+30.0pp | 78.0%+18.2pp | 73.4%+22.9pp |
| Annual return | 48.22% | 68.51%-20.3pp | 35.95%+12.3pp | 53.97%-5.7pp |
| Employer contribution / active EE | $4,984 | $1,389+258.7% | $4,087+21.9% | $2,524+97.5% |
| Participant deferral / active EE | $10,638 | $3,463+207.2% | $5,632+88.9% | $4,232+151.4% |
| Admin fee / account holder | $49 | $77-37.3% | $9,500-99.5% | $114-57.4% |