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 | -$414,842 |
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 | $145,658 | $95,918+51.9% | $151,611-3.9% | $77,904+87.0% |
| Participation rate | 96.0% | 88.7%+7.2pp | 87.5%+8.5pp | 73.7%+22.3pp |
| Annual return | -17.40% | -5.50%-11.9pp | 3.33%-20.7pp | 12.21%-29.6pp |
| Employer contribution / active EE | $5,181 | $4,330+19.6% | $6,166-16.0% | $2,848+81.9% |
| Participant deferral / active EE | $9,807 | $7,508+30.6% | $8,363+17.3% | $4,806+104.1% |
| Admin fee / account holder | $10 | $93-89.0% | $11,616-99.9% | $133-92.2% |