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 | $9,464 |
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 | $49,114 | $58,264-15.7% | $86,612-43.3% | $71,457-31.3% |
| Participation rate | 94.0% | 65.0%+29.0pp | 71.7%+22.3pp | 67.9%+26.1pp |
| Annual return | 20.89% | 21.63%-0.7pp | 591.07%-570.2pp | 28.85%-8.0pp |
| Employer contribution / active EE | $343 | $2,574-86.7% | $3,022-88.7% | $2,588-86.8% |
| Participant deferral / active EE | $3,899 | $3,436+13.5% | $4,438-12.1% | $4,289-9.1% |
| Admin fee / account holder | $54 | $1,057-94.9% | $5,614-99.0% | $1,587-96.6% |