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 | $2,894 |
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 | $53,254 | $88,890-40.1% | $102,423-48.0% | $77,643-31.4% |
| Participation rate | 94.7% | 80.9%+13.8pp | 76.5%+18.2pp | 70.6%+24.2pp |
| Annual return | 31.36% | 24.98%+6.4pp | 29.32%+2.0pp | 31.24%+0.1pp |
| Employer contribution / active EE | $614 | $2,698-77.2% | $3,023-79.7% | $2,726-77.5% |
| Participant deferral / active EE | $4,528 | $5,145-12.0% | $5,053-10.4% | $4,647-2.6% |
| Admin fee / account holder | $6 | $235-97.6% | $9,451-99.9% | $430-98.7% |