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 | $4,922 |
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 | $34,919 | $51,197-31.8% | $82,719-57.8% | $66,914-47.8% |
| Participation rate | 92.5% | 67.8%+24.7pp | 72.6%+19.9pp | 69.8%+22.7pp |
| Annual return | -18.85% | -9.64%-9.2pp | 701.18%-720.0pp | 1.58%-20.4pp |
| Employer contribution / active EE | $5,587 | $2,611+114.0% | $3,009+85.7% | $2,544+119.6% |
| Participant deferral / active EE | $9,438 | $3,458+172.9% | $4,395+114.7% | $4,237+122.8% |
| Admin fee / account holder | $8 | $416-98.1% | $5,329-99.8% | $593-98.6% |