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 | $84,719 |
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 | $58,415 | $111,491-47.6% | $189,513-69.2% | $86,799-32.7% |
| Participation rate | 86.2% | 87.3%-1.1pp | 87.8%-1.6pp | 72.3%+13.9pp |
| Annual return | 32.85% | 83.50%-50.6pp | 555.15%-522.3pp | 97.91%-65.1pp |
| Employer contribution / active EE | $1,088 | $3,951-72.5% | $6,162-82.3% | $2,405-54.8% |
| Participant deferral / active EE | $7,778 | $6,437+20.8% | $8,221-5.4% | $4,131+88.3% |
| Admin fee / account holder | $176 | $189-6.9% | $12,045-98.5% | $170+3.7% |