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 | $14,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,406 | $104,317-12.4% | $159,436-42.7% | $86,799+5.3% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.8%+12.5pp | 72.3%+23.0pp |
| Annual return | 14.85% | 26.32%-11.5pp | 263.57%-248.7pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,909 | $3,451-15.7% | $4,829-39.8% | $2,405+20.9% |
| Participant deferral / active EE | $10,071 | $6,837+47.3% | $7,352+37.0% | $4,131+143.8% |
| Admin fee / account holder | $22 | $172-87.2% | $10,799-99.8% | $170-87.0% |