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 | $2,056 |
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 | $108,951 | $56,140+94.1% | $76,190+43.0% | $74,495+46.3% |
| Participation rate | 98.0% | 62.6%+35.5pp | 79.3%+18.8pp | 67.2%+30.8pp |
| Annual return | 12.25% | 13.87%-1.6pp | 13.78%-1.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $9,516 | $2,881+230.3% | $4,578+107.9% | $2,623+262.8% |
| Participant deferral / active EE | $8,028 | $3,154+154.5% | $5,474+46.7% | $4,346+84.7% |
| Admin fee / account holder | $15 | $776-98.1% | $5,123-99.7% | $1,942-99.2% |