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 | $670 |
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 | $25,825 | $58,320-55.7% | $86,436-70.1% | $66,914-61.4% |
| Participation rate | 91.4% | 78.6%+12.8pp | 80.3%+11.0pp | 69.8%+21.6pp |
| Annual return | -17.93% | -9.71%-8.2pp | 4394.89%-4412.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,559 | $6,899-19.4% | $6,952-20.0% | $4,237+31.2% |
| Admin fee / account holder | $4 | $546-99.3% | $6,731-99.9% | $593-99.4% |