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 | $3,151 |
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 | $107,058 | $65,435+63.6% | $86,677+23.5% | $66,914+60.0% |
| Participation rate | 95.4% | 75.5%+19.9pp | 76.6%+18.8pp | 69.8%+25.6pp |
| Annual return | -18.59% | -10.89%-7.7pp | 35.91%-54.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,963 | $2,153-8.8% | $2,836-30.8% | $2,544-22.8% |
| Participant deferral / active EE | $4,299 | $4,100+4.8% | $4,656-7.7% | $4,237+1.5% |
| Admin fee / account holder | $13 | $642-98.0% | $7,493-99.8% | $593-97.8% |