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 | $767 |
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 | $107,376 | $54,051+98.7% | $76,080+41.1% | $79,386+35.3% |
| Participation rate | 98.0% | 57.9%+40.1pp | 79.4%+18.6pp | 70.7%+27.3pp |
| Annual return | 12.22% | 38.70%-26.5pp | 42.50%-30.3pp | 116.85%-104.6pp |
| Employer contribution / active EE | $8,532 | $2,674+219.0% | $3,962+115.3% | $2,427+251.5% |
| Participant deferral / active EE | $6,752 | $2,764+144.2% | $4,905+37.6% | $4,046+66.9% |
| Admin fee / account holder | $7 | $743-99.0% | $4,883-99.8% | $626-98.8% |