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 | $7,970 |
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 | $41,684 | $42,353-1.6% | $79,550-47.6% | $64,808-35.7% |
| Participation rate | 88.5% | 64.8%+23.7pp | 69.5%+19.0pp | 71.5%+17.0pp |
| Annual return | -15.01% | -12.24%-2.8pp | 0.16%-15.2pp | 32.82%-47.8pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,809 | $3,170+51.7% | $3,985+20.7% | $4,310+11.6% |
| Admin fee / account holder | $14 | $160-91.1% | $6,832-99.8% | $188-92.4% |