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 | $19,763 |
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 | $53,208 | $91,746-42.0% | $146,665-63.7% | $93,030-42.8% |
| Participation rate | 84.4% | 80.9%+3.5pp | 80.1%+4.3pp | 73.9%+10.5pp |
| Annual return | 14.60% | 18.28%-3.7pp | 22.74%-8.1pp | 158.70%-144.1pp |
| Employer contribution / active EE | $676 | $2,815-76.0% | $4,136-83.6% | $2,706-75.0% |
| Participant deferral / active EE | $4,257 | $4,589-7.2% | $5,506-22.7% | $4,562-6.7% |
| Admin fee / account holder | $19 | $101-81.1% | $10,280-99.8% | $152-87.4% |