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 | $3,494 |
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 | $236,154 | $73,867+219.7% | $143,757+64.3% | $68,494+244.8% |
| Participation rate | 95.7% | 66.7%+29.1pp | 80.3%+15.4pp | 67.9%+27.9pp |
| Annual return | -11.42% | 1.01%-12.4pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,581 | $3,384+124.0% | $5,637+34.5% | $4,027+88.3% |
| Admin fee / account holder | $31 | $5,755-99.5% | $14,673-99.8% | $5,403-99.4% |