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 | $5,609 |
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 | $39,966 | $61,156-34.6% | $185,823-78.5% | $79,386-49.7% |
| Participation rate | 99.3% | 66.6%+32.7pp | 81.7%+17.6pp | 70.7%+28.6pp |
| Annual return | 10.49% | 19.45%-9.0pp | 122.05%-111.6pp | 116.85%-106.4pp |
| Employer contribution / active EE | $1,526 | $2,321-34.2% | $5,167-70.5% | $2,427-37.1% |
| Participant deferral / active EE | $4,154 | $2,789+49.0% | $5,568-25.4% | $4,046+2.7% |
| Admin fee / account holder | $32 | $710-95.4% | $16,237-99.8% | $626-94.8% |