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 | $2,640 |
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 | $117,680 | $84,487+39.3% | $125,339-6.1% | $66,914+75.9% |
| Participation rate | 89.6% | 76.4%+13.2pp | 82.4%+7.3pp | 69.8%+19.8pp |
| Annual return | -19.55% | -8.39%-11.2pp | 572.05%-591.6pp | 1.58%-21.1pp |
| Employer contribution / active EE | $2,447 | $3,553-31.1% | $4,814-49.2% | $2,544-3.8% |
| Participant deferral / active EE | $8,423 | $6,781+24.2% | $7,446+13.1% | $4,237+98.8% |
| Admin fee / account holder | $44 | $685-93.6% | $10,010-99.6% | $593-92.6% |