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 | -$8,538 |
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 | $230,968 | $65,435+253.0% | $86,677+166.5% | $66,914+245.2% |
| Participation rate | 99.0% | 75.5%+23.6pp | 76.6%+22.5pp | 69.8%+29.2pp |
| Annual return | -22.35% | -10.89%-11.5pp | 35.91%-58.3pp | 1.58%-23.9pp |
| Employer contribution / active EE | $6,161 | $2,153+186.1% | $2,836+117.2% | $2,544+142.1% |
| Participant deferral / active EE | $10,736 | $4,100+161.8% | $4,656+130.6% | $4,237+153.4% |
| Admin fee / account holder | -$26 | $642-104.1% | $7,493-100.4% | $593-104.5% |