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 | -$12,268 |
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 | $131,993 | $58,320+126.3% | $86,436+52.7% | $66,914+97.3% |
| Participation rate | 96.7% | 78.6%+18.2pp | 80.3%+16.4pp | 69.8%+26.9pp |
| Annual return | -14.41% | -9.71%-4.7pp | 4394.89%-4409.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,980 | $6,899-27.8% | $6,952-28.4% | $4,237+17.5% |
| Admin fee / account holder | -$55 | $546-110.1% | $6,731-100.8% | $593-109.3% |