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 | $20,912 |
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 | $79,203 | $128,603-38.4% | $197,124-59.8% | $67,986+16.5% |
| Participation rate | 94.0% | 81.7%+12.3pp | 86.7%+7.3pp | 57.2%+36.8pp |
| Annual return | 13.48% | 23.77%-10.3pp | 44.34%-30.9pp | 31.67%-18.2pp |
| Employer contribution / active EE | $3,133 | $4,379-28.5% | $6,227-49.7% | $2,019+55.2% |
| Participant deferral / active EE | $6,583 | $6,840-3.8% | $9,135-27.9% | $3,358+96.0% |
| Admin fee / account holder | $143 | $3,035-95.3% | $16,298-99.1% | $3,203-95.5% |