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 9-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 | $863 |
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 | $137,234 | $122,239+12.3% | $184,203-25.5% | $74,495+84.2% |
| Participation rate | 92.4% | 85.5%+6.9pp | 86.8%+5.6pp | 67.2%+25.2pp |
| Annual return | 21.72% | 19.95%+1.8pp | 28.81%-7.1pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $16,399 | $7,139+129.7% | $9,131+79.6% | $4,346+277.3% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |