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 | $502 |
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 | $34,167 | $99,957-65.8% | $149,696-77.2% | $73,488-53.5% |
| Participation rate | 73.0% | 75.7%-2.7pp | 82.5%-9.5pp | 70.7%+2.3pp |
| Annual return | 53.24% | 53.87%-0.6pp | 276.60%-223.4pp | 28.51%+24.7pp |
| Employer contribution / active EE | $273 | $3,191-91.4% | $4,644-94.1% | $2,270-88.0% |
| Participant deferral / active EE | $9,972 | $6,073+64.2% | $6,842+45.8% | $3,740+166.7% |
| Admin fee / account holder | $5 | $551-99.1% | $9,309-99.9% | $513-99.0% |