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 | -$69,393 |
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 | $244,313 | $71,142+243.4% | $119,609+104.3% | $64,808+277.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -20.05% | -10.01%-10.0pp | -14.97%-5.1pp | 32.82%-52.9pp |
| Employer contribution / active EE | $6,515 | $2,497+160.9% | $4,232+53.9% | $2,506+160.0% |
| Participant deferral / active EE | $12,590 | $4,490+180.4% | $5,602+124.7% | $4,310+192.1% |
| Admin fee / account holder | $20 | $162-87.5% | $10,323-99.8% | $188-89.2% |