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 | $6,094 |
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 | $67,221 | $58,320+15.3% | $86,436-22.2% | $66,914+0.5% |
| Participation rate | 80.4% | 78.6%+1.8pp | 80.3%+0.1pp | 69.8%+10.6pp |
| Annual return | -18.64% | -9.71%-8.9pp | 4394.89%-4413.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $3,239 | $2,615+23.9% | $3,769-14.0% | $2,544+27.3% |
| Participant deferral / active EE | $6,606 | $6,899-4.3% | $6,952-5.0% | $4,237+55.9% |
| Admin fee / account holder | $29 | $546-94.7% | $6,731-99.6% | $593-95.2% |