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 | $1,647 |
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 | $53,100 | $66,813-20.5% | $100,516-47.2% | $73,488-27.7% |
| Participation rate | 76.6% | 77.5%-0.8pp | 79.4%-2.8pp | 70.7%+6.0pp |
| Annual return | 20.62% | 25.70%-5.1pp | 30.89%-10.3pp | 28.51%-7.9pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,401 | $5,883+93.8% | $6,270+81.8% | $3,740+204.9% |
| Admin fee / account holder | $5 | $512-99.0% | $8,081-99.9% | $513-99.0% |