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 | $20,770 |
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 | $222,779 | $58,320+282.0% | $86,436+157.7% | $66,914+232.9% |
| Participation rate | 97.4% | 78.6%+18.8pp | 80.3%+17.0pp | 69.8%+27.6pp |
| Annual return | -20.54% | -9.71%-10.8pp | 4394.89%-4415.4pp | 1.58%-22.1pp |
| Employer contribution / active EE | $14,080 | $2,615+438.4% | $3,769+273.6% | $2,544+453.4% |
| Participant deferral / active EE | $15,294 | $6,899+121.7% | $6,952+120.0% | $4,237+261.0% |
| Admin fee / account holder | $107 | $546-80.4% | $6,731-98.4% | $593-82.0% |