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 | $17,835 |
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 | $65,824 | $65,409+0.6% | $98,442-33.1% | $85,850-23.3% |
| Participation rate | 94.5% | 65.0%+29.5pp | 73.3%+21.2pp | 69.3%+25.2pp |
| Annual return | 17.39% | 21.76%-4.4pp | 1492.73%-1475.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,877 | $3,166+54.0% | $4,276+14.0% | $3,952+23.4% |
| Admin fee / account holder | $114 | $4,593-97.5% | $5,949-98.1% | $6,260-98.2% |