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 8-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 | $125 |
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 | $126,039 | $102,553+22.9% | $151,611-16.9% | $66,914+88.4% |
| Participation rate | 93.7% | 85.5%+8.2pp | 87.5%+6.2pp | 69.8%+23.9pp |
| Annual return | -18.77% | -10.82%-8.0pp | 3.33%-22.1pp | 1.58%-20.4pp |
| Employer contribution / active EE | $5,565 | $4,180+33.1% | $6,166-9.7% | $2,544+118.7% |
| Participant deferral / active EE | $12,293 | $6,641+85.1% | $8,363+47.0% | $4,237+190.1% |
| Admin fee / account holder | $1 | $630-99.9% | $11,616-100.0% | $593-99.9% |