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 | $5,387 |
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 | $100,632 | $78,976+27.4% | $100,383+0.2% | $74,546+35.0% |
| Participation rate | 76.9% | 79.5%-2.6pp | 81.5%-4.6pp | 67.2%+9.7pp |
| Annual return | 21.45% | 20.62%+0.8pp | 49.26%-27.8pp | 1366.03%-1344.6pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $17,184 | $7,758+121.5% | $8,086+112.5% | $4,347+295.3% |
| Admin fee / account holder | $19 | $1,330-98.6% | $7,900-99.8% | $1,944-99.0% |