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 | $300 |
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 | $132,961 | $180,101-26.2% | $94,646+40.5% | - |
| Participation rate | 71.7% | 65.2%+6.5pp | 80.8%-9.1pp | - |
| Annual return | 18.70% | 26.55%-7.8pp | 156.71%-138.0pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $3,672-100.0% | - |
| Participant deferral / active EE | $15,552 | $4,104+278.9% | $7,418+109.7% | - |
| Admin fee / account holder | $28 | $23,406-99.9% | $7,231-99.6% | - |