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 | $13,552 |
Employer 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 | $42,262 | $84,487-50.0% | $125,339-66.3% | $66,914-36.8% |
| Participation rate | 93.5% | 76.4%+17.0pp | 82.4%+11.1pp | 69.8%+23.7pp |
| Annual return | -15.12% | -8.39%-6.7pp | 572.05%-587.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $848 | $3,553-76.1% | $4,814-82.4% | $2,544-66.7% |
| Participant deferral / active EE | $4,421 | $6,781-34.8% | $7,446-40.6% | $4,237+4.3% |
| Admin fee / account holder | $119 | $685-82.6% | $10,010-98.8% | $593-79.9% |