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 | $3,150 |
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 | $64,166 | $76,050-15.6% | $96,544-33.5% | $71,457-10.2% |
| Participation rate | 83.3% | 74.4%+8.9pp | 76.0%+7.4pp | 67.9%+15.4pp |
| Annual return | 19.80% | 22.81%-3.0pp | 25.84%-6.0pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,258 | $2,244+0.6% | $2,965-23.8% | $2,588-12.7% |
| Participant deferral / active EE | $2,028 | $4,215-51.9% | $4,851-58.2% | $4,289-52.7% |
| Admin fee / account holder | $18 | $2,707-99.3% | $8,252-99.8% | $1,587-98.8% |