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 | $2,057 |
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 | $38,712 | $91,538-57.7% | $129,995-70.2% | $75,163-48.5% |
| Participation rate | 84.1% | 71.4%+12.7pp | 78.5%+5.6pp | 67.2%+16.9pp |
| Annual return | 22.11% | -631.11%+653.2pp | -137.18%+159.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,071 | $4,341-6.2% | $5,820-30.0% | $4,125-1.3% |
| Admin fee / account holder | $34 | $6,790-99.5% | $10,614-99.7% | $5,651-99.4% |