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 | $5,263 |
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 | $35,752 | $81,233-56.0% | $155,567-77.0% | $80,874-55.8% |
| Participation rate | 91.0% | 66.2%+24.8pp | 78.2%+12.8pp | 67.6%+23.4pp |
| Annual return | 11.50% | 33.33%-21.8pp | 64.74%-53.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $507 | $3,101-83.7% | $4,674-89.2% | $2,756-81.6% |
| Participant deferral / active EE | $809 | $3,452-76.6% | $5,628-85.6% | $4,297-81.2% |
| Admin fee / account holder | $58 | $7,998-99.3% | $15,916-99.6% | $6,935-99.2% |