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 | $25,741 |
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 | $31,740 | $51,315-38.1% | $95,745-66.8% | $71,457-55.6% |
| Participation rate | 87.2% | 63.0%+24.2pp | 72.3%+15.0pp | 67.9%+19.3pp |
| Annual return | 22.12% | 25.26%-3.1pp | 28.35%-6.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $15 | $1,819-99.2% | $2,835-99.5% | $2,588-99.4% |
| Participant deferral / active EE | $7,276 | $3,358+116.7% | $4,245+71.4% | $4,289+69.6% |
| Admin fee / account holder | $85 | $1,137-92.5% | $5,678-98.5% | $1,587-94.6% |