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 | $2,544 |
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 | $37,724 | $56,503-33.2% | $70,092-46.2% | $64,808-41.8% |
| Participation rate | 80.6% | 70.5%+10.1pp | 70.5%+10.1pp | 71.5%+9.1pp |
| Annual return | -17.89% | -13.44%-4.4pp | 190.73%-208.6pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,305 | $2,046-36.2% | $2,559-49.0% | $2,506-47.9% |
| Participant deferral / active EE | $3,939 | $3,389+16.2% | $3,849+2.3% | $4,310-8.6% |
| Admin fee / account holder | $7 | $160-95.5% | $6,267-99.9% | $188-96.2% |