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 | $2,954 |
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 | $59,827 | $65,435-8.6% | $86,677-31.0% | $66,914-10.6% |
| Participation rate | 73.4% | 75.5%-2.1pp | 76.6%-3.2pp | 69.8%+3.6pp |
| Annual return | -17.73% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,713 | $2,153-20.4% | $2,836-39.6% | $2,544-32.7% |
| Participant deferral / active EE | $1,787 | $4,100-56.4% | $4,656-61.6% | $4,237-57.8% |
| Admin fee / account holder | $18 | $642-97.1% | $7,493-99.8% | $593-96.9% |