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 7-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 | $3,163 |
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 | $181,235 | $86,897+108.6% | $151,611+19.5% | $64,808+179.6% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.5%+10.2pp | 71.5%+26.2pp |
| Annual return | -18.61% | -3.57%-15.0pp | 3.33%-21.9pp | 32.82%-51.4pp |
| Employer contribution / active EE | $24,717 | $4,010+516.4% | $6,166+300.9% | $2,506+886.4% |
| Participant deferral / active EE | $15,884 | $6,690+137.4% | $8,363+89.9% | $4,310+268.5% |
| Admin fee / account holder | $6 | $153-96.4% | $11,616-100.0% | $188-97.0% |