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 | $38,280 |
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 | $146,758 | $85,515+71.6% | $112,040+31.0% | $67,986+115.9% |
| Participation rate | 86.7% | 68.2%+18.5pp | 76.5%+10.2pp | 57.2%+29.5pp |
| Annual return | 10.92% | 29.68%-18.8pp | 24.52%-13.6pp | 31.67%-20.7pp |
| Employer contribution / active EE | $1,102 | $2,191-49.7% | $2,954-62.7% | $2,019-45.4% |
| Participant deferral / active EE | $4,100 | $4,014+2.2% | $5,098-19.6% | $3,358+22.1% |
| Admin fee / account holder | $166 | $3,774-95.6% | $12,098-98.6% | $3,203-94.8% |