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 | $1,713 |
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 | $96,667 | $64,119+50.8% | $112,228-13.9% | $66,914+44.5% |
| Participation rate | 84.0% | 68.5%+15.5pp | 75.1%+8.9pp | 69.8%+14.2pp |
| Annual return | -19.33% | -13.81%-5.5pp | 27.45%-46.8pp | 1.58%-20.9pp |
| Employer contribution / active EE | $8,286 | $3,005+175.7% | $3,635+128.0% | $2,544+225.7% |
| Participant deferral / active EE | $9,342 | $3,693+153.0% | $4,728+97.6% | $4,237+120.5% |
| Admin fee / account holder | $9 | $625-98.6% | $6,410-99.9% | $593-98.5% |