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 | $32,125 |
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 | $52,490 | $2,679,533-98.0% | $164,813-68.2% | $199,593-73.7% |
| Participation rate | 89.1% | 78.3%+10.8pp | 78.6%+10.5pp | 72.0%+17.1pp |
| Annual return | 13.28% | 17.93%-4.6pp | 69.93%-56.7pp | 34.25%-21.0pp |
| Employer contribution / active EE | $868 | $2,970-70.8% | $4,341-80.0% | $3,034-71.4% |
| Participant deferral / active EE | $5,380 | $5,010+7.4% | $6,031-10.8% | $5,087+5.8% |
| Admin fee / account holder | $24 | $1,982-98.8% | $12,690-99.8% | $269-91.1% |