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 | $450 |
Employer contribution per participant 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 | $50,208 | $45,863+9.5% | $77,024-34.8% | $68,494-26.7% |
| Participation rate | 78.4% | 55.9%+22.5pp | 67.9%+10.5pp | 67.9%+10.5pp |
| Annual return | -18.48% | 1.72%-20.2pp | 42.32%-60.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,770 | $2,962+27.3% | $4,426-14.8% | $4,027-6.4% |
| Admin fee / account holder | $118 | $3,041-96.1% | $5,425-97.8% | $5,403-97.8% |