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 | $850 |
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 | $60,173 | $63,745-5.6% | $98,442-38.9% | $79,386-24.2% |
| Participation rate | 94.6% | 69.9%+24.7pp | 73.3%+21.3pp | 70.7%+23.9pp |
| Annual return | 11.87% | 625.80%-613.9pp | 1492.73%-1480.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $819 | $2,557-68.0% | $2,960-72.3% | $2,427-66.3% |
| Participant deferral / active EE | $4,204 | $3,303+27.3% | $4,276-1.7% | $4,046+3.9% |
| Admin fee / account holder | $12 | $516-97.6% | $5,949-99.8% | $626-98.1% |