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 | $3,319 |
Annual investment return 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 | $75,487 | $65,435+15.4% | $86,677-12.9% | $66,914+12.8% |
| Participation rate | 75.9% | 75.5%+0.5pp | 76.6%-0.6pp | 69.8%+6.1pp |
| Annual return | -18.85% | -10.89%-8.0pp | 35.91%-54.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,177 | $2,153-45.3% | $2,836-58.5% | $2,544-53.7% |
| Participant deferral / active EE | $3,787 | $4,100-7.6% | $4,656-18.6% | $4,237-10.6% |
| Admin fee / account holder | $60 | $642-90.7% | $7,493-99.2% | $593-89.9% |