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 | $39,952 |
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 | $82,829 | $86,897-4.7% | $151,611-45.4% | $64,808+27.8% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.5%+11.0pp | 71.5%+27.0pp |
| Annual return | -17.18% | -3.57%-13.6pp | 3.33%-20.5pp | 32.82%-50.0pp |
| Employer contribution / active EE | $4,928 | $4,010+22.9% | $6,166-20.1% | $2,506+96.6% |
| Participant deferral / active EE | $4,961 | $6,690-25.9% | $8,363-40.7% | $4,310+15.1% |
| Admin fee / account holder | $62 | $153-59.2% | $11,616-99.5% | $188-66.8% |