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 | $127,640 |
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 | $80,325 | $122,186-34.3% | $146,958-45.3% | $199,593-59.8% |
| Participation rate | 93.7% | 78.3%+15.4pp | 82.2%+11.5pp | 72.0%+21.7pp |
| Annual return | 13.93% | 30.56%-16.6pp | 418.34%-404.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $3,074 | $4,093-24.9% | $4,933-37.7% | $3,034+1.3% |
| Participant deferral / active EE | $4,570 | $8,502-46.3% | $8,070-43.4% | $5,087-10.2% |
| Admin fee / account holder | $29 | $179-84.0% | $12,998-99.8% | $269-89.4% |