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 | $2,606 |
Participant 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 | $79,934 | $84,936-5.9% | $111,297-28.2% | $79,386+0.7% |
| Participation rate | 79.6% | 75.9%+3.7pp | 77.3%+2.3pp | 70.7%+8.9pp |
| Annual return | 13.94% | 17.45%-3.5pp | 54.65%-40.7pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,935 | $1,979-2.2% | $2,731-29.1% | $2,427-20.3% |
| Participant deferral / active EE | $1,937 | $3,888-50.2% | $4,487-56.8% | $4,046-52.1% |
| Admin fee / account holder | $49 | $537-90.8% | $7,964-99.4% | $626-92.1% |