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 9-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 | $21,699 |
Participant contribution per participant 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 | $163,951 | $91,372+79.4% | $129,995+26.1% | $74,419+120.3% |
| Participation rate | 99.6% | 77.8%+21.8pp | 78.5%+21.1pp | 70.7%+28.9pp |
| Annual return | 70.48% | 23.21%+47.3pp | -137.18%+207.7pp | 34.38%+36.1pp |
| Employer contribution / active EE | $3,188 | $2,563+24.4% | $4,320-26.2% | $2,637+20.9% |
| Participant deferral / active EE | $779 | $4,721-83.5% | $5,820-86.6% | $4,528-82.8% |
| Admin fee / account holder | $36 | $283-87.3% | $10,614-99.7% | $348-89.6% |