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 | $36,399 |
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 | $73,218 | $73,360-0.2% | $177,989-58.9% | $74,495-1.7% |
| Participation rate | 80.1% | 66.6%+13.5pp | 77.1%+3.0pp | 67.2%+12.9pp |
| Annual return | 17.90% | 17.49%+0.4pp | 294.48%-276.6pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,787 | $4,513+161.1% | $6,276+87.8% | $4,346+171.2% |
| Admin fee / account holder | $162 | $1,808-91.1% | $10,363-98.4% | $1,942-91.7% |