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 | $7,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,730 | $74,347+75.8% | $93,606+39.7% | $67,579+93.4% |
| Participation rate | 84.1% | 80.6%+3.5pp | 75.8%+8.3pp | 71.3%+12.8pp |
| Annual return | 22.64% | 28.07%-5.4pp | 32.76%-10.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,945 | $2,583+14.0% | $2,718+8.4% | $2,148+37.1% |
| Participant deferral / active EE | $6,999 | $4,060+72.4% | $4,069+72.0% | $3,539+97.8% |
| Admin fee / account holder | $5 | $123-95.6% | $7,888-99.9% | $142-96.2% |