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 | $5,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,447 | $95,274+14.9% | $135,903-19.5% | $74,419+47.1% |
| Participation rate | 83.8% | 78.2%+5.6pp | 81.9%+1.9pp | 70.7%+13.1pp |
| Annual return | 20.67% | 32.77%-12.1pp | 68.23%-47.6pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,374 | $3,874-38.7% | $4,856-51.1% | $2,637-10.0% |
| Participant deferral / active EE | $8,490 | $7,782+9.1% | $7,758+9.4% | $4,528+87.5% |
| Admin fee / account holder | $7 | $266-97.5% | $10,762-99.9% | $348-98.1% |