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 9-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 | $73,321 |
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 | $44,652 | $48,698-8.3% | $93,606-52.3% | $199,593-77.6% |
| Participation rate | 93.8% | 63.5%+30.2pp | 68.7%+25.1pp | 72.0%+21.8pp |
| Annual return | 7.85% | 15.34%-7.5pp | 133.20%-125.3pp | 34.25%-26.4pp |
| Employer contribution / active EE | $1,738 | $1,135+53.1% | $2,420-28.2% | $3,034-42.7% |
| Participant deferral / active EE | $5,224 | $2,817+85.4% | $4,411+18.4% | $5,087+2.7% |
| Admin fee / account holder | $71 | $195-63.7% | $8,285-99.1% | $269-73.7% |