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 | $31,113 |
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 | $181,634 | $89,282+103.4% | $94,646+91.9% | $74,419+144.1% |
| Participation rate | 95.2% | 82.4%+12.8pp | 80.8%+14.4pp | 70.7%+24.5pp |
| Annual return | -6.36% | 25.96%-32.3pp | 156.71%-163.1pp | 34.38%-40.7pp |
| Employer contribution / active EE | $6,644 | $3,022+119.8% | $3,672+80.9% | $2,637+151.9% |
| Participant deferral / active EE | $7,489 | $8,425-11.1% | $7,418+1.0% | $4,528+65.4% |
| Admin fee / account holder | $38 | $219-82.9% | $7,231-99.5% | $348-89.2% |