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 5-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 | $64,286 |
Service code 55 · EIN 38-2722519 | Other Commissions | $24,137 |
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 | $21,758 | $62,688-65.3% | $178,014-87.8% | $77,671-72.0% |
| Participation rate | 79.4% | 66.9%+12.5pp | 77.1%+2.3pp | 70.6%+8.8pp |
| Annual return | 19.30% | 16.16%+3.1pp | 294.80%-275.5pp | 31.21%-11.9pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,950-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,149 | $4,224+21.9% | $6,276-18.0% | $4,648+10.8% |
| Admin fee / account holder | $172 | $386-55.4% | $10,362-98.3% | $430-60.0% |