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 | $231 |
Annual investment return 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 | $72,387 | $70,908+2.1% | $98,907-26.8% | $73,488-1.5% |
| Participation rate | 86.7% | 73.8%+13.0pp | 76.0%+10.7pp | 70.7%+16.0pp |
| Annual return | 10.58% | 34.17%-23.6pp | 196.43%-185.8pp | 28.51%-17.9pp |
| Employer contribution / active EE | $1,239 | $2,036-39.1% | $2,689-53.9% | $2,270-45.4% |
| Participant deferral / active EE | $3,173 | $3,500-9.3% | $4,244-25.2% | $3,740-15.1% |
| Admin fee / account holder | $25 | $535-95.4% | $6,642-99.6% | $513-95.2% |