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 6-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 | $17,293 |
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 | $55,506 | $100,923-45.0% | $150,045-63.0% | $74,304-25.3% |
| Participation rate | 93.1% | 70.1%+23.1pp | 82.3%+10.8pp | 60.3%+32.8pp |
| Annual return | 26.05% | 51.77%-25.7pp | 62.55%-36.5pp | 29.43%-3.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,774 | $6,709+90.4% | $7,997+59.7% | $3,767+239.1% |
| Admin fee / account holder | $67 | $2,767-97.6% | $13,435-99.5% | $2,969-97.8% |