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 | $400 |
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 | $161,992 | $102,553+58.0% | $151,611+6.8% | $66,914+142.1% |
| Participation rate | 91.8% | 85.5%+6.3pp | 87.5%+4.3pp | 69.8%+22.0pp |
| Annual return | -20.76% | -10.82%-9.9pp | 3.33%-24.1pp | 1.58%-22.3pp |
| Employer contribution / active EE | $4,231 | $4,180+1.2% | $6,166-31.4% | $2,544+66.3% |
| Participant deferral / active EE | $17,617 | $6,641+165.3% | $8,363+110.6% | $4,237+315.8% |
| Admin fee / account holder | $13 | $630-98.0% | $11,616-99.9% | $593-97.9% |