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 | -$5,665 |
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 | $74,398 | $84,487-11.9% | $125,339-40.6% | $66,914+11.2% |
| Participation rate | 92.7% | 76.4%+16.3pp | 82.4%+10.4pp | 69.8%+22.9pp |
| Annual return | -19.07% | -8.39%-10.7pp | 572.05%-591.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $3,370 | $3,553-5.1% | $4,814-30.0% | $2,544+32.5% |
| Participant deferral / active EE | $7,864 | $6,781+16.0% | $7,446+5.6% | $4,237+85.6% |
| Admin fee / account holder | -$18 | $685-102.6% | $10,010-100.2% | $593-103.0% |