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 | $14,088 |
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 | $46,265 | $80,968-42.9% | $96,544-52.1% | $75,163-38.4% |
| Participation rate | 88.1% | 71.8%+16.3pp | 76.0%+12.1pp | 67.2%+20.9pp |
| Annual return | 26.08% | 27.06%-1.0pp | 25.84%+0.2pp | 160.62%-134.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,077 | $3,928+156.5% | $4,851+107.7% | $4,125+144.3% |
| Admin fee / account holder | $134 | $6,724-98.0% | $8,252-98.4% | $5,651-97.6% |