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 | $132,049-40.0% | $200,582-60.5% | $74,304+6.6% |
| Participation rate | 94.0% | 84.1%+10.0pp | 86.9%+7.1pp | 60.3%+33.7pp |
| Annual return | 13.48% | 22.22%-8.7pp | 42.33%-28.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $3,133 | $4,558-31.3% | $6,419-51.2% | $2,241+39.8% |
| Participant deferral / active EE | $6,583 | $7,213-8.7% | $9,331-29.5% | $3,767+74.7% |
| Admin fee / account holder | $143 | $2,405-94.1% | $16,305-99.1% | $2,969-95.2% |