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 | $25,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,501 | $72,607-11.2% | $90,749-28.9% | $66,914-3.6% |
| Participation rate | 97.9% | 73.7%+24.2pp | 75.7%+22.2pp | 69.8%+28.1pp |
| Annual return | -16.71% | -12.28%-4.4pp | -12.16%-4.5pp | 1.58%-18.3pp |
| Employer contribution / active EE | $657 | $2,369-72.2% | $2,921-77.5% | $2,544-74.2% |
| Participant deferral / active EE | $6,574 | $3,977+65.3% | $4,564+44.0% | $4,237+55.2% |
| Admin fee / account holder | $271 | $707-61.7% | $8,445-96.8% | $593-54.3% |