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 | $28,919 |
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 | $49,502 | $84,993-41.8% | $129,995-61.9% | $80,160-38.2% |
| Participation rate | 89.0% | 79.5%+9.4pp | 78.5%+10.5pp | 72.9%+16.0pp |
| Annual return | 18.62% | 23.76%-5.1pp | -137.18%+155.8pp | 40.38%-21.8pp |
| Employer contribution / active EE | $857 | $3,051-71.9% | $4,320-80.2% | $2,978-71.2% |
| Participant deferral / active EE | $5,191 | $4,984+4.2% | $5,820-10.8% | $5,017+3.5% |
| Admin fee / account holder | $24 | $391-94.0% | $10,614-99.8% | $145-83.8% |