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 5-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 | $14,428 |
Participant 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 | $40,162 | $71,516-43.8% | $98,439-59.2% | $71,457-43.8% |
| Participation rate | 99.5% | 72.7%+26.8pp | 75.2%+24.4pp | 67.9%+31.6pp |
| Annual return | 22.66% | 32.41%-9.8pp | 21.16%+1.5pp | 28.85%-6.2pp |
| Employer contribution / active EE | $4,508 | $2,399+87.9% | $3,048+47.9% | $2,588+74.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $49 | $1,675-97.1% | $8,948-99.5% | $1,587-96.9% |