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 | -$50 |
Employer contribution per participant 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 | $157,263 | $91,407+72.0% | $135,903+15.7% | $71,457+120.1% |
| Participation rate | 76.0% | 75.7%+0.3pp | 81.9%-5.9pp | 67.9%+8.0pp |
| Annual return | 18.21% | 29.90%-11.7pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $475 | $3,703-87.2% | $4,856-90.2% | $2,588-81.7% |
| Participant deferral / active EE | $11,693 | $7,092+64.9% | $7,758+50.7% | $4,289+172.6% |
| Admin fee / account holder | $10 | $1,266-99.2% | $10,762-99.9% | $1,587-99.4% |