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 | $23,347 |
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 | $42,342 | $84,000-49.6% | $119,609-64.6% | $77,904-45.6% |
| Participation rate | 85.8% | 77.8%+8.0pp | 79.3%+6.6pp | 73.7%+12.1pp |
| Annual return | -16.16% | -11.59%-4.6pp | -14.97%-1.2pp | 12.21%-28.4pp |
| Employer contribution / active EE | $761 | $2,907-73.8% | $4,232-82.0% | $2,848-73.3% |
| Participant deferral / active EE | $4,648 | $4,705-1.2% | $5,602-17.0% | $4,806-3.3% |
| Admin fee / account holder | $20 | $116-82.6% | $10,323-99.8% | $133-84.8% |