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 | -$15,062 |
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 | $101,321 | $66,124+53.2% | $90,404+12.1% | $73,488+37.9% |
| Participation rate | 94.4% | 69.7%+24.8pp | 72.7%+21.8pp | 70.7%+23.8pp |
| Annual return | 13.45% | 17.65%-4.2pp | 1293.02%-1279.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,516 | $3,039+180.2% | $3,963+114.9% | $3,740+127.7% |
| Admin fee / account holder | -$130 | $396-132.8% | $5,611-102.3% | $513-125.3% |