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 | $43,871 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,632 | $73,360+234.8% | $177,989+38.0% | $74,495+229.7% |
| Participation rate | 96.3% | 66.6%+29.6pp | 77.1%+19.2pp | 67.2%+29.0pp |
| Annual return | 16.21% | 17.49%-1.3pp | 294.48%-278.3pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $3,680 | $2,216+66.0% | $3,949-6.8% | $2,623+40.3% |
| Participant deferral / active EE | $19,052 | $4,513+322.1% | $6,276+203.6% | $4,346+338.4% |
| Admin fee / account holder | $215 | $1,808-88.1% | $10,363-97.9% | $1,942-88.9% |