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 6-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 | $27,129 |
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 | $88,254 | $78,520+12.4% | $96,576-8.6% | $82,448+7.0% |
| Participation rate | 92.7% | 77.7%+15.0pp | 81.4%+11.3pp | 68.1%+24.7pp |
| Annual return | 17.92% | 41.30%-23.4pp | 38.47%-20.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,240 | $6,754+155.3% | $7,956+116.7% | $4,139+316.5% |
| Admin fee / account holder | $204 | $13,455-98.5% | $11,381-98.2% | $7,234-97.2% |