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 | -$11,950 |
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 | $148,775 | $69,477+114.1% | $94,646+57.2% | $71,457+108.2% |
| Participation rate | 94.7% | 78.4%+16.3pp | 80.8%+13.9pp | 67.9%+26.8pp |
| Annual return | 17.18% | 29.66%-12.5pp | 156.71%-139.5pp | 28.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,205 | $7,345-42.7% | $7,418-43.3% | $4,289-1.9% |
| Admin fee / account holder | $0 | $1,210-100.0% | $7,231-100.0% | $1,587-100.0% |