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 | $21,362 |
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 | $24,448 | $51,447-52.5% | $104,607-76.6% | $73,409-66.7% |
| Participation rate | 94.4% | 68.2%+26.2pp | 74.1%+20.3pp | 72.2%+22.2pp |
| Annual return | 21.39% | 25.06%-3.7pp | 340.46%-319.1pp | 59.29%-37.9pp |
| Employer contribution / active EE | $0 | $1,441-100.0% | $2,681-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,441 | $3,058+143.3% | $3,740+99.0% | $3,805+95.5% |
| Admin fee / account holder | $57 | $122-53.5% | $6,473-99.1% | $158-64.1% |