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 | $11,961 |
Participant 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 | $26,607 | $71,883-63.0% | $86,677-69.3% | $68,494-61.2% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -13.54% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,481 | $2,173-31.8% | $2,836-47.8% | $2,596-43.0% |
| Participant deferral / active EE | $1,313 | $3,779-65.3% | $4,656-71.8% | $4,027-67.4% |
| Admin fee / account holder | $154 | $6,112-97.5% | $7,493-97.9% | $5,403-97.1% |