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 | $850 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,510 | $84,487+61.6% | $125,339+8.9% | $66,914+104.0% |
| Participation rate | 89.8% | 76.4%+13.4pp | 82.4%+7.5pp | 69.8%+20.0pp |
| Annual return | -18.31% | -8.39%-9.9pp | 572.05%-590.4pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,229 | $3,553-65.4% | $4,814-74.5% | $2,544-51.7% |
| Participant deferral / active EE | $9,924 | $6,781+46.3% | $7,446+33.3% | $4,237+134.2% |
| Admin fee / account holder | $21 | $685-96.9% | $10,010-99.8% | $593-96.4% |