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 | $27,379 |
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 | $230,446 | $95,274+141.9% | $135,903+69.6% | $74,419+209.7% |
| Participation rate | 87.8% | 78.2%+9.6pp | 81.9%+5.9pp | 70.7%+17.1pp |
| Annual return | 14.20% | 32.77%-18.6pp | 68.23%-54.0pp | 34.38%-20.2pp |
| Employer contribution / active EE | $1,917 | $3,874-50.5% | $4,856-60.5% | $2,637-27.3% |
| Participant deferral / active EE | $15,948 | $7,782+104.9% | $7,758+105.6% | $4,528+252.2% |
| Admin fee / account holder | $57 | $266-78.7% | $10,762-99.5% | $348-83.7% |