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 | $375 |
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 | $51,986 | $65,435-20.6% | $86,677-40.0% | $66,914-22.3% |
| Participation rate | 97.4% | 75.5%+22.0pp | 76.6%+20.8pp | 69.8%+27.6pp |
| Annual return | -20.47% | -10.89%-9.6pp | 35.91%-56.4pp | 1.58%-22.0pp |
| Employer contribution / active EE | $2,169 | $2,153+0.7% | $2,836-23.5% | $2,544-14.8% |
| Participant deferral / active EE | $3,790 | $4,100-7.6% | $4,656-18.6% | $4,237-10.5% |
| Admin fee / account holder | $5 | $642-99.3% | $7,493-99.9% | $593-99.2% |