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 | $80,673+9.4% | $101,326-12.9% | $84,808+4.1% |
| Participation rate | 92.7% | 77.8%+14.9pp | 81.5%+11.2pp | 68.3%+24.4pp |
| Annual return | 17.92% | 38.95%-21.0pp | 36.82%-18.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $17,240 | $6,840+152.0% | $7,994+115.7% | $4,212+309.4% |
| Admin fee / account holder | $204 | $12,784-98.4% | $11,185-98.2% | $7,344-97.2% |