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 | $1,256 |
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 | $35,144 | $69,477-49.4% | $94,646-62.9% | $71,457-50.8% |
| Participation rate | 90.9% | 78.4%+12.5pp | 80.8%+10.1pp | 67.9%+23.0pp |
| Annual return | 19.77% | 29.66%-9.9pp | 156.71%-136.9pp | 28.85%-9.1pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,834 | $7,345-20.6% | $7,418-21.3% | $4,289+36.0% |
| Admin fee / account holder | $9 | $1,210-99.3% | $7,231-99.9% | $1,587-99.5% |