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 | $1,675 |
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 | $28,189 | $46,292-39.1% | $143,757-80.4% | $64,808-56.5% |
| Participation rate | 78.8% | 64.2%+14.6pp | 80.3%-1.5pp | 71.5%+7.4pp |
| Annual return | -18.22% | -10.05%-8.2pp | -0.04%-18.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,298 | $1,910-32.0% | $4,951-73.8% | $2,506-48.2% |
| Participant deferral / active EE | $2,738 | $2,646+3.5% | $5,637-51.4% | $4,310-36.5% |
| Admin fee / account holder | $5 | $154-96.7% | $14,673-100.0% | $188-97.3% |