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 | $31,375 |
Annual investment return 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 | $50,345 | $56,503-10.9% | $70,092-28.2% | $64,808-22.3% |
| Participation rate | 91.2% | 70.5%+20.8pp | 70.5%+20.8pp | 71.5%+19.8pp |
| Annual return | -18.50% | -13.44%-5.1pp | 190.73%-209.2pp | 32.82%-51.3pp |
| Employer contribution / active EE | $2,675 | $2,046+30.7% | $2,559+4.6% | $2,506+6.8% |
| Participant deferral / active EE | $6,459 | $3,389+90.6% | $3,849+67.8% | $4,310+49.8% |
| Admin fee / account holder | $82 | $160-48.8% | $6,267-98.7% | $188-56.3% |