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 | $10,729 |
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 | $152,588 | $82,978+83.9% | $129,995+17.4% | $71,457+113.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 7.99% | 20.60%-12.6pp | -137.18%+145.2pp | 28.85%-20.9pp |
| Employer contribution / active EE | $4,285 | $2,622+63.4% | $4,320-0.8% | $2,588+65.6% |
| Participant deferral / active EE | $8,538 | $4,432+92.7% | $5,820+46.7% | $4,289+99.1% |
| Admin fee / account holder | $87 | $1,729-95.0% | $10,614-99.2% | $1,587-94.5% |