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 | $9,299 |
Employer 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 | $33,219 | $71,142-53.3% | $119,609-72.2% | $64,808-48.7% |
| Participation rate | 78.6% | 78.6%0pp | 79.3%-0.6pp | 71.5%+7.2pp |
| Annual return | -17.13% | -10.01%-7.1pp | -14.97%-2.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,533 | $4,490-21.3% | $5,602-36.9% | $4,310-18.0% |
| Admin fee / account holder | $44 | $162-72.9% | $10,323-99.6% | $188-76.6% |